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Cole Vecchione

Strategic Advisers LLC

Holden, MA

Smithfield, RI

CRD 7928526

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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 2026-03-16
RI RA APPROVED 2026-03-05
TX RA APPROVED 2026-03-05
  • MA RA
    APPROVED
    Since 2026-03-16
  • RI RA
    APPROVED
    Since 2026-03-05
  • TX RA
    APPROVED
    Since 2026-03-05

Branch Locations

Holden, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Cra Fields Holden MA 01/2013 10/2016
Tavern In The Square Shrewsbury MA 07/2023 08/2023
Doordash San Francisco CA 04/2020 08/2024
Burtons Bar And Grill Shrewsbury MA 08/2024 10/2024
Umass Memorial Campus Belmont St. Worcester MA 07/2019 08/2019
Savannas Bar And Bistro Amherst MA 05/2023 12/2023
Dairy Queen West Boylston MA 09/2015 09/2020
Texas Roadhouse Hadley MA 10/2022 05/2023
Instacart San Francisco CA 04/2020 08/2024
Fidelity Investments Smithfield RI 10/2024 Present
Amherst Public House Amherst MA 12/2023 05/2024
  • 01/2013 → 10/2016
    Cra Fields
    Holden, MA
  • 07/2023 → 08/2023
    Tavern In The Square
    Shrewsbury, MA
  • 04/2020 → 08/2024
    Doordash
    San Francisco, CA
  • 08/2024 → 10/2024
    Burtons Bar And Grill
    Shrewsbury, MA
  • 07/2019 → 08/2019
    Umass Memorial Campus Belmont St.
    Worcester, MA
  • 05/2023 → 12/2023
    Savannas Bar And Bistro
    Amherst, MA
  • 09/2015 → 09/2020
    Dairy Queen
    West Boylston, MA
  • 10/2022 → 05/2023
    Texas Roadhouse
    Hadley, MA
  • 04/2020 → 08/2024
    Instacart
    San Francisco, CA
  • 10/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 12/2023 → 05/2024
    Amherst Public House
    Amherst, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-27
S63 Uniform Securities Agent State Law Examination 2025-02-06
  • S66 Uniform Combined State Law Examination
    2026-02-27
  • S63 Uniform Securities Agent State Law Examination
    2025-02-06

View on SEC IAPD

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