Best Investors Account Sign in

Edward Yeomans

Strategic Advisers LLC

Smithfield, RI

Boston, MA

CRD 7949107

Claim This Profile
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 2025-09-30
RI RA APPROVED 2025-09-22
TX RA APPROVED 2025-09-22
  • MA RA
    APPROVED
    Since 2025-09-30
  • RI RA
    APPROVED
    Since 2025-09-22
  • TX RA
    APPROVED
    Since 2025-09-22

Branch Locations

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

Boston, 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
Willowbend Country Club Mashpee MA 06/2018 08/2020
Wicked Restaurant Mashpee MA 06/2019 06/2021
Roche Bros. Mashpee MA 06/2016 08/2018
Fidelity Investments Smithfield RI 06/2024 Present
Ubs Financial Services Na MA 06/2023 08/2023
Alpha Advisors Na MA 01/2023 09/2023
Bad Martha Beer Falmouth MA 06/2021 06/2024
  • 06/2018 → 08/2020
    Willowbend Country Club
    Mashpee, MA
  • 06/2019 → 06/2021
    Wicked Restaurant
    Mashpee, MA
  • 06/2016 → 08/2018
    Roche Bros.
    Mashpee, MA
  • 06/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2023 → 08/2023
    Ubs Financial Services
    Na, MA
  • 01/2023 → 09/2023
    Alpha Advisors
    Na, MA
  • 06/2021 → 06/2024
    Bad Martha Beer
    Falmouth, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-10-04
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-10-04

View on SEC IAPD

More in Smithfield, RI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor