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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Smithfield, RI • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Smithfield RI 03/2020 07/2020
Tavolo Wine Bar Warrick RI 03/2021 02/2024
Siena Smithfield RI 03/2022 05/2023
Greenville Inn Defunct Greenville RI 03/2014 03/2020
General Dynamics Quonset Point RI 09/2020 01/2021
Tumblesalts Cafe North Providence RI 03/2022 03/2022
Copperfields Smithfield RI 07/2020 03/2021
Fidelity Investments Smithfield RI 03/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → 07/2020
    Unemployed
    Smithfield, RI
  • 03/2021 → 02/2024
    Tavolo Wine Bar
    Warrick, RI
  • 03/2022 → 05/2023
    Siena
    Smithfield, RI
  • 03/2014 → 03/2020
    Greenville Inn Defunct
    Greenville, RI
  • 09/2020 → 01/2021
    General Dynamics
    Quonset Point, RI
  • 03/2022 → 03/2022
    Tumblesalts Cafe
    North Providence, RI
  • 07/2020 → 03/2021
    Copperfields
    Smithfield, RI
  • 03/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-09
  • S66 Uniform Combined State Law Examination
    2024-09-09

View on SEC IAPD

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