Frederick M. Vicario

STRATEGIC ADVISERS LLC | Financial Consultant - Providence, Ri

COVENTRY, RI

Some features on this profile are disabled

CRD#: 6371183

Professional summary

Frederick M. Vicario, who also goes by Frederick Michael VIcario Mr., Frederick Michael Vicario, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Coventry, Rhode Island and FIDELITY BROKERAGE SERVICES LLC located in Providence, Rhode Island.

Frederick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Frederick has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

Each of my client's situations are unique and extremely important. I take the time to fully understand what's most important to you, whether that's saving for retirement, education planning, or leaving a legacy for your family. Together we will sit down and document what your specific financial goals are and create a plan to help you work towards them. 

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Frederick Michael Vicario Mr. | Frederick Michael Vicario

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frederick M. Vicario's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Education

University of Rhode Island

Bachelor of Economics and Bachelor of Political Science - Economics, Business, Political Science

2014

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 10 Memorial Boulevard, Providence, RI 02903

RIA

CRD#: 104555

COVENTRY, RI

Current

August 25, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 10 Memorial Boulevard, Providence, RI 02903

CRD#: 7784

Providence, RI

Past

September 16, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

CHESTNUT HILL, MA

Past

June 19, 2020 - June 25, 2021

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

QUINCY, MA

Past

June 19, 2020 - June 25, 2021

CITIZENS SECURITIES, INC.

CRD#: 39550

QUINCY, MA

Past

November 27, 2019 - March 26, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CANTON, MA

Past

August 18, 2015 - October 29, 2019

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA

CRD#: 108257

BOSTON, MA

Past

August 18, 2015 - October 29, 2019

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

BOSTON, MA

Past

January 8, 2015 - July 29, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PROVIDENCE, RI

Past

October 28, 2014 - July 29, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PROVIDENCE, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(1/7/2022)

District of Columbia
(9/29/2023)

Florida
(8/25/2021)

Georgia
(5/19/2023)

Hawaii
(8/27/2024)

Maine
(8/25/2021)

Maryland
(3/25/2023)

Massachusetts
(8/25/2021)

Nevada
(11/5/2024)

New Hampshire
(8/25/2021)

New Jersey
(7/26/2022)

New York
(1/7/2022)

Oregon
(5/3/2024)

Pennsylvania
(7/19/2024)

Rhode Island
(8/25/2021)

IAR

Rhode Island
(3/31/2025)

IAR

Texas
(3/31/2025)

Vermont
(8/25/2021)

Virginia
(3/25/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/8/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/28/2014

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Frederick M. Vicario

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frederick M. Vicario's CRS (Customer Relationship Summary).

Certified licenses

Education

University of Rhode Island

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/8/2015

SIE

Date: 10/1/2018

Series 7

Date: 10/28/2014

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

Similar Advisors