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Riley King Ward

Strategic Advisers LLC

Newtown, CT

CRD 7949098

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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
CT RA APPROVED 2026-04-21
MA RA APPROVED 2025-10-16
RI RA APPROVED 2025-10-01
TX RA APPROVED 2025-10-01
  • CT RA
    APPROVED
    Since 2026-04-21
  • MA RA
    APPROVED
    Since 2025-10-16
  • RI RA
    APPROVED
    Since 2025-10-01
  • TX RA
    APPROVED
    Since 2025-10-01

Branch Locations

Newtown, CT • 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
Cover Two Sports Cafe Sandy Hook CT 01/2016 09/2022
Unemployed Sandy Hook CT 09/2022 05/2023
Unemployed Sandy Hook CT 09/2023 06/2024
Salve Regina University Newport RI 09/2020 05/2024
Manzi Insurance Woodbury CT 05/2023 09/2023
Fidelity Investments Smithfield RI 06/2024 Present
Bull'S Bridge Golf Club South Kent CT 05/2023 09/2023
  • 01/2016 → 09/2022
    Cover Two Sports Cafe
    Sandy Hook, CT
  • 09/2022 → 05/2023
    Unemployed
    Sandy Hook, CT
  • 09/2023 → 06/2024
    Unemployed
    Sandy Hook, CT
  • 09/2020 → 05/2024
    Salve Regina University
    Newport, RI
  • 05/2023 → 09/2023
    Manzi Insurance
    Woodbury, CT
  • 06/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 05/2023 → 09/2023
    Bull'S Bridge Golf Club
    South Kent, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-26
S63 Uniform Securities Agent State Law Examination 2024-09-20
  • S66 Uniform Combined State Law Examination
    2025-09-26
  • S63 Uniform Securities Agent State Law Examination
    2024-09-20
Other Names
  • Riley K Ward
  • Riley Ward

View on SEC IAPD

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