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Advisor at STRATEGIC ADVISERS LLC
SMITHFIELD, RI | BRIDGEWATER, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | National bd RIA | Dec 22, 2025 | n/a | yes | SMITHFIELD, RI|BRIDGEWATER, MA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 3, 2016 | Jan 25, 2022 | no | RIVERSIDE, RI|RIVERSIDE, RI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | STRATEGIC ADVISERS LLC | Jan 25, 2022 | Dec 22, 2025 | 1,427 | Firm change after gap | Wirehouse to ibd |