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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

North Kingstown, RI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
South Kingstown Public School Wakefield RI 09/2013 05/2018
Belmont Wakefield RI 06/2016 08/2016
Jims Dock Narragansett RI 06/2017 08/2017
Jims Dock Wakefield RI 06/2018 07/2018
Colvittos Wakefield RI 08/2018 09/2018
Salisbury School Salisbury CT 09/2018 05/2019
Propark America Narragansett RI 06/2019 08/2019
Fidelity Investments Smithfield RI 06/2023 Present
Trinity College Hartford RI 08/2019 05/2021
Tony'S Pizza Wakefield RI 05/2020 01/2021
Esquisite Events Narragansett RI 05/2021 09/2021
Newport Renewables Providence RI 05/2021 08/2021
City Of Providence Providence RI 04/2022 12/2022
Ocean State Pickleball Llc Wakefield RI 01/2023 07/2023
University Of Rhode Island Kingston RI 09/2021 05/2023
Universidad De Latina San Juan 08/2018 11/2019
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → 05/2018
    South Kingstown Public School
    Wakefield, RI
  • 06/2016 → 08/2016
    Belmont
    Wakefield, RI
  • 06/2017 → 08/2017
    Jims Dock
    Narragansett, RI
  • 06/2018 → 07/2018
    Jims Dock
    Wakefield, RI
  • 08/2018 → 09/2018
    Colvittos
    Wakefield, RI
  • 09/2018 → 05/2019
    Salisbury School
    Salisbury, CT
  • 06/2019 → 08/2019
    Propark America
    Narragansett, RI
  • 06/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2019 → 05/2021
    Trinity College
    Hartford, RI
  • 05/2020 → 01/2021
    Tony'S Pizza
    Wakefield, RI
  • 05/2021 → 09/2021
    Esquisite Events
    Narragansett, RI
  • 05/2021 → 08/2021
    Newport Renewables
    Providence, RI
  • 04/2022 → 12/2022
    City Of Providence
    Providence, RI
  • 01/2023 → 07/2023
    Ocean State Pickleball Llc
    Wakefield, RI
  • 09/2021 → 05/2023
    University Of Rhode Island
    Kingston, RI
  • 08/2018 → 11/2019
    Universidad De Latina
    San Juan
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-100193|OrgNmn:Ocean State Pickleball LLC|Org Addr:Narraganse,Rhode Isla,US|OBA Nature:Pickleball Indoor Club |Invst Rel:N|Title:Assitant Manager|Duties:I run leagues and work the desk.|StrtDt:01-01-23|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-13
  • S66 Uniform Combined State Law Examination
    2023-11-13
Other Names
  • John Mckenna Biller

View on SEC IAPD

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