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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

BETH MARIE FRATALIA

Advisor at STRATEGIC ADVISERS LLC

BOSTON, MA | EAST SANDWICH, MA

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Search this name across graphsid dfx:ria:1e743228-e170-529e-0fb1-d6f407b857c6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 3, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jan 24, 2018
First registration: May 3, 2018
Dual registered: yes, broker-dealer
Other names: Beth Marie Hawley|BETH FRATALIA|BETH MARIE FRATALIA
IAPD individual key: 6733884

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	EAST SANDWICH, MA\|BOSTON, MA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 18, 2022	Mar 31, 2025	no	BOSTON, MA	Previous registration
MAIDEN COVE CAPITAL	Independent wealth	Apr 25, 2021	Jul 21, 2021	no	CAPE ELIZABETH, ME	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 20, 2020	Apr 13, 2021	no	PORTLAND, ME	Previous registration
F L PUTNAM INVESTMENT MANAGEMENT CO.	Independent wealth	May 28, 2019	Mar 6, 2020	no	PORTLAND, ME	Previous registration
MORGAN STANLEY	Wirehouse	May 3, 2018	Apr 1, 2019	no	Wellesley, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
MAIDEN COVE CAPITAL	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 21, 2021	Mar 18, 2022	240	Firm change	RIA to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	MAIDEN COVE CAPITAL	Apr 13, 2021	Apr 25, 2021	12	Firm change	Ibd to RIA
F L PUTNAM INVESTMENT MANAGEMENT CO.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Mar 6, 2020	Mar 20, 2020	14	Firm change	RIA to ibd
MORGAN STANLEY	F L PUTNAM INVESTMENT MANAGEMENT CO.	Apr 1, 2019	May 28, 2019	57	Firm change	Wirehouse to RIA

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 18, 2022 to Mar 31, 2025factForm ADV
→ MAIDEN COVE CAPITALRegistered adviserregistration: previous registration
Apr 25, 2021 to Jul 21, 2021factForm ADV
→ F L PUTNAM INVESTMENT MANAGEMENT CO.Registered adviserregistration: previous registration
May 28, 2019 to Mar 6, 2020factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
May 3, 2018 to Apr 1, 2019factForm ADV

Dated events

No dated event names this entity yet.