Brian Ramage

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
RI	RA	APPROVED	2026-03-05
TX	RA	APPROVED	2026-03-05

RI RA
APPROVED

Since 2026-03-05
TX RA
APPROVED

Since 2026-03-05

Branch Locations

Portsmouth, RI • 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

Organization	City	State	From	To
Doordash	San Francisco	CA	12/2022	06/2024
Heritage Window Coverings	Huntington Beach	CA	07/2016	08/2019
Unemployed	Portsmouth	RI	03/2022	05/2022
Fremont University	Cerritos	CA	08/2019	03/2022
Unemployed	Portsmouth	RI	04/2023	11/2023
Meritize, Llc	Frisco	TX	05/2022	04/2023
Fidelity Investments	Smithfield	RI	07/2024	Present
Newport Rv Park	Portsmouth	RI	11/2023	06/2024

12/2022 → 06/2024

Doordash

San Francisco, CA
07/2016 → 08/2019

Heritage Window Coverings

Huntington Beach, CA
03/2022 → 05/2022

Unemployed

Portsmouth, RI
08/2019 → 03/2022

Fremont University

Cerritos, CA
04/2023 → 11/2023

Unemployed

Portsmouth, RI
05/2022 → 04/2023

Meritize, Llc

Frisco, TX
07/2024 → Present

Fidelity Investments

Smithfield, RI
11/2023 → 06/2024

Newport Rv Park

Portsmouth, RI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-04
S63	Uniform Securities Agent State Law Examination	2024-10-25

S66 Uniform Combined State Law Examination

2026-03-04
S63 Uniform Securities Agent State Law Examination

2024-10-25

View on SEC IAPD

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