Rosemary Anne Dinardo

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
AZ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

AZ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Peoria, AZ • 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
The Vanguard Group, Inc.	Scottsdale	AZ	03/2013	06/2021
Fidelity Investments	Salt Lake City	UT	07/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2013 → 06/2021

The Vanguard Group, Inc.

Scottsdale, AZ
07/2021 → Present

Fidelity Investments

Salt Lake City, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-12-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Peoria, AZ
2020-01-03 → 2020-08-21

Vanguard Advisers, Inc.

Scottsdale, AZ
1996-06-17 → 2008-12-31

Lpl Financial Llc

Surprise, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-14
S63	Uniform Securities Agent State Law Examination	1986-06-16

S66 Uniform Combined State Law Examination

2022-12-14
S63 Uniform Securities Agent State Law Examination

1986-06-16

View on SEC IAPD

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