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Jonathan Fasoli

Strategic Advisers LLC

Smithfield, RI

Pembroke, 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 2025-09-30
RI RA APPROVED 2025-09-16
TX RA APPROVED 2025-09-16
  • MA RA
    APPROVED
    Since 2025-09-30
  • RI RA
    APPROVED
    Since 2025-09-16
  • TX RA
    APPROVED
    Since 2025-09-16

Branch Locations

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

Pembroke, 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 06/2024 Present
The Home Depot Portsmouth NH 01/2024 05/2024
Unemployed Hingham MA 08/2020 05/2021
Hatherly Country Club Scituate MA 05/2024 06/2024
Unemployed Hingham MA 08/2019 03/2020
Hingham Recreation Hingham MA 05/2021 08/2021
Hatherly Country Club Scituate MA 04/2023 08/2023
Bed Bath & Beyond Portsmouth NH 01/2023 04/2023
Hatherly Country Club Scituate MA 05/2022 08/2022
Unemployed Hingham MA 08/2021 05/2022
Hingham Recreation Hingham MA 06/2019 08/2019
Unemployed Hingham MA 08/2018 06/2019
Unemployed Hingham MA 03/2014 06/2018
Unemployed Hingham MA 08/2023 01/2024
Hingham Recreation Hingham MA 06/2018 08/2018
Tri Construction Co. Inc. Dorchester MA 03/2020 08/2020
Unemployed Hingham MA 08/2022 01/2023
University Of New Hampshire Durham NH 08/2020 05/2024
Hingham High School Hingham MA 09/2017 06/2020
Hingham Middle School Hingham MA 06/2014 06/2017
  • 06/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 01/2024 → 05/2024
    The Home Depot
    Portsmouth, NH
  • 08/2020 → 05/2021
    Unemployed
    Hingham, MA
  • 05/2024 → 06/2024
    Hatherly Country Club
    Scituate, MA
  • 08/2019 → 03/2020
    Unemployed
    Hingham, MA
  • 05/2021 → 08/2021
    Hingham Recreation
    Hingham, MA
  • 04/2023 → 08/2023
    Hatherly Country Club
    Scituate, MA
  • 01/2023 → 04/2023
    Bed Bath & Beyond
    Portsmouth, NH
  • 05/2022 → 08/2022
    Hatherly Country Club
    Scituate, MA
  • 08/2021 → 05/2022
    Unemployed
    Hingham, MA
  • 06/2019 → 08/2019
    Hingham Recreation
    Hingham, MA
  • 08/2018 → 06/2019
    Unemployed
    Hingham, MA
  • 03/2014 → 06/2018
    Unemployed
    Hingham, MA
  • 08/2023 → 01/2024
    Unemployed
    Hingham, MA
  • 06/2018 → 08/2018
    Hingham Recreation
    Hingham, MA
  • 03/2020 → 08/2020
    Tri Construction Co. Inc.
    Dorchester, MA
  • 08/2022 → 01/2023
    Unemployed
    Hingham, MA
  • 08/2020 → 05/2024
    University Of New Hampshire
    Durham, NH
  • 09/2017 → 06/2020
    Hingham High School
    Hingham, MA
  • 06/2014 → 06/2017
    Hingham Middle School
    Hingham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-09-09
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-09-09

View on SEC IAPD

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