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Ian Goldberg

Strategic Advisers LLC

Smithfield, RI

Quincy, MA

Quincy, MA

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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

Quincy, MA • United States

Quincy, MA • 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
Fidelity Investments Smithfield RI 09/2023 Present
Mjt Transportation Southwick MA 03/2023 05/2023
Bettertrader Jerusalem 06/2022 08/2022
Camp Young Judaea Amherst NH 06/2021 08/2021
Young Entrepreneurs Across America Stow MA 05/2020 08/2020
University Of Massachusetts Amherst Amherst MA 09/2019 06/2023
Jcc Camp Grossman Dover MA 06/2019 08/2019
Modell's Sporting Goods Newton MA 03/2018 05/2018
Amazon Sharon MA 06/2020 06/2020
Needham High School Needham MA 09/2016 06/2019
Pollard Middle School Needham MA 09/2014 09/2016
Stonehill College Easton MA 05/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 09/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2023 → 05/2023
    Mjt Transportation
    Southwick, MA
  • 06/2022 → 08/2022
    Bettertrader
    Jerusalem
  • 06/2021 → 08/2021
    Camp Young Judaea
    Amherst, NH
  • 05/2020 → 08/2020
    Young Entrepreneurs Across America
    Stow, MA
  • 09/2019 → 06/2023
    University Of Massachusetts Amherst
    Amherst, MA
  • 06/2019 → 08/2019
    Jcc Camp Grossman
    Dover, MA
  • 03/2018 → 05/2018
    Modell's Sporting Goods
    Newton, MA
  • 06/2020 → 06/2020
    Amazon
    Sharon, MA
  • 09/2016 → 06/2019
    Needham High School
    Needham, MA
  • 09/2014 → 09/2016
    Pollard Middle School
    Needham, MA
  • 05/2018 → 08/2018
    Stonehill College
    Easton, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
    Needham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-30
S63 Uniform Securities Agent State Law Examination 2024-01-04
  • S66 Uniform Combined State Law Examination
    2024-12-30
  • S63 Uniform Securities Agent State Law Examination
    2024-01-04
Other Names
  • Ian B Goldberg

View on SEC IAPD

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