Richard Clow

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-04-10
TX	RA	APPROVED	2025-04-02

MA RA
APPROVED

Since 2025-04-10
TX RA
APPROVED

Since 2025-04-02

Branch Locations

571 Boston Turnpike Suite 2, Shrewsbury, MA 01545-5977 • United States

Walpole, 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

Organization	City	State	From	To
Stop And Shop	Walpole	MA	05/2020	02/2021
Fidelity Investments	Shrewsbury	MA	06/2023	08/2023
Milton Hoosic Country Club	Canton	MA	05/2018	12/2021
Unemployed	Walpole	MA	01/2013	05/2018
Unemployed	Walpole	MA	05/2024	07/2024
Milton Hoosic Country Club	Canton	MA	12/2021	01/2023
Boston College High School	Dorchester	MA	08/2016	05/2020
Loyola University Of Maryland	Baltimore	MD	08/2020	05/2024
Fidelity Investments	Shrewsbury	MA	07/2024	Present
Loyola University Of Maryland	Baltimore	MD	08/2021	02/2024

05/2020 → 02/2021

Stop And Shop

Walpole, MA
06/2023 → 08/2023

Fidelity Investments

Shrewsbury, MA
05/2018 → 12/2021

Milton Hoosic Country Club

Canton, MA
01/2013 → 05/2018

Unemployed

Walpole, MA
05/2024 → 07/2024

Unemployed

Walpole, MA
12/2021 → 01/2023

Milton Hoosic Country Club

Canton, MA
08/2016 → 05/2020

Boston College High School

Dorchester, MA
08/2020 → 05/2024

Loyola University Of Maryland

Baltimore, MD
07/2024 → Present

Fidelity Investments

Shrewsbury, MA
08/2021 → 02/2024

Loyola University Of Maryland

Baltimore, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-24

S66 Uniform Combined State Law Examination

2025-02-24

View on SEC IAPD

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Other Investors

ALISON WHEELER KENNEDY

JAMES F CALLAHAN

CHRISTIAN WILLIAM JEEVES

SAMANTHA MARIE MEDLEY

JOSHUA JEFFREY FOSTER

JOSEPH MICHAEL DELELLIS

ROBERT ANDREW EARLY

Other Offices

THE PATRIOT FINANCIAL GROUP, LLC · SHREWSBURY, MA

KESTRA ADVISORY SERVICES, LLC · SHREWSBURY, MA

LPL FINANCIAL LLC · SHREWSBURY, MA

LPL FINANCIAL LLC · SHREWSBURY, MA

J.P. MORGAN SECURITIES LLC · Westborough, MA

MONEY CONCEPTS CAPITAL CORP · WORCESTER, MA

EDWARD JONES · NORTHBOROUGH, MA

MAYFLOWER ADVISORS · Westboro, MA

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