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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

MEGAN VICTORIA FORESTIERI

Advisor at STRATEGIC ADVISERS LLC

SANTA CLARA, CA

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Search this name across graphsid dfx:ria:8c0901cf-d0b9-08a5-2ca4-8a7b96d80b0b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 27, 2019 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: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 15, 2017
First registration: Feb 27, 2019
Dual registered: yes, broker-dealer
Other names: MEGAN VICTORIA FORESTIERI|Megan Forestieri
IAPD individual key: 6788938

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	SANTA CLARA, CA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Dec 1, 2021	Mar 31, 2025	no	SUNNYVALE, CA	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Aug 20, 2020	Nov 2, 2021	no	SAN JOSE, CA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Feb 27, 2019	Aug 21, 2020	no	SUNNYVALE, CA	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
RBC CAPITAL MARKETS, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Nov 2, 2021	Dec 1, 2021	29	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	RBC CAPITAL MARKETS, LLC	Aug 21, 2020	Aug 20, 2020	-1	Firm change	Ibd to ibd

Relationships

Registered with (3)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Dec 1, 2021 to Mar 31, 2025factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Aug 20, 2020 to Nov 2, 2021factForm ADV

Dated events

No dated event names this entity yet.