Ronald Lotti

CRD 5527549 · Strategic Advisers LLC · Dunwoody, GA

IA RegisteredBroker

Also appears in the source record as: Ron Lotti Jr; Ron Lotti; Ronald S Lotti Jr; Ronald S Lotti; Ronald Sam Lotti Jr; Ronald Sam Lotti

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 66Series 63Series 10Series 9SIESeries 7
Registered states (5): Florida · Georgia · Massachusetts · Texas · Utah
Years in the industry (source record): 18
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (11)

From the source registration record · current first

Strategic Advisers LLCCurrent
Dunwoody, GA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Woodstock, GA · BD capacity

Jun 8, 2022 → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 23, 2022 → Mar 31, 2025
Fidelity Personal And Workplace Advisors
IA capacity

Jun 27, 2022 → Jul 22, 2022
Beck Bode LLC
IA capacity

Dec 10, 2020 → Apr 29, 2022
Fidelity Personal And Workplace Advisors
IA capacity

Jun 8, 2020 → Aug 20, 2020
Fidelity Brokerage Services LLC
BD capacity

May 26, 2020 → Aug 19, 2020
Apollo Financial Group, LLC
IA capacity

Apr 9, 2019 → Jun 1, 2020
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Feb 1, 2019
Fidelity Brokerage Services LLC
BD capacity

Jul 4, 2008 → Jan 25, 2019
Strategic Advisers LLC
IA capacity

Apr 6, 2009 → Jul 13, 2018

Source & corrections

Where this page comes from

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