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Ryan Kelsey Roth

Strategic Advisers LLC

Bayville, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-09-12
TX RA APPROVED 2025-09-11
  • NJ RA
    APPROVED
    Since 2025-09-12
  • TX RA
    APPROVED
    Since 2025-09-11

Branch Locations

Bayville, NJ • 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
Patriot Financial Barnegat NJ 03/2024 06/2025
Berkeley Township Police Department Bayville NJ 06/2015 08/2022
Berkeley Township Police Department Bayville NJ 03/2000 04/2024
Fidelity Investments Trenton NJ 07/2025 Present
Gambit Tax Planning Bayville NJ 04/2023 07/2025
  • 03/2024 → 06/2025
    Patriot Financial
    Barnegat, NJ
  • 06/2015 → 08/2022
    Berkeley Township Police Department
    Bayville, NJ
  • 03/2000 → 04/2024
    Berkeley Township Police Department
    Bayville, NJ
  • 07/2025 → Present
    Fidelity Investments
    Trenton, NJ
  • 04/2023 → 07/2025
    Gambit Tax Planning
    Bayville, NJ
Previous Registrations
  • 2024-04-24 → 2025-06-27
    Gwn Securities Inc.
    Palm Beach Gardens, FL
    Beachwood, NJ
    Palm Beach Gardens, FL
    Barnegat, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-23
  • S66 Uniform Combined State Law Examination
    2024-04-23

View on SEC IAPD

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