Beth M. Fratalia
STRATEGIC ADVISERS LLC | Wealth Management Planning Consultant I
EAST SANDWICH, MA
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CRD#: 6733884
Professional summary
Beth Marie Fratalia, who also goes by Beth Fratalia, Beth Marie Hawley, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in East Sandwich, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Boston, Massachusetts.
Beth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Beth has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
As a Planning Consultant at Fidelity Investments, I work closely with clients on their daily financial planning and service needs. My goal is to be a trusted point of contact to ensure that all clients have peace of mind around every interaction with our team at Fidelity.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Beth Fratalia | Beth Marie Hawley
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.
CRS (Client Relationship Summary) - RIA
Click below to view Beth Marie Fratalia's 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®
NoneEducation
Northeastern University
Bachelor of Arts (BA) - English
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 155 Congress St, Boston, MA 02110RIA
CRD#: 104555
EAST SANDWICH, MA
Current
December 2, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 155 Congress St, Boston, MA 02110BD
CRD#: 7784
BOSTON, MA
Past
March 18, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
April 25, 2021 - July 21, 2021
MAIDEN COVE CAPITAL
RIA
CRD#: 312478
CAPE ELIZABETH, ME
Past
March 20, 2020 - April 13, 2021
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PORTLAND, ME
Past
March 17, 2020 - April 9, 2021
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
PORTLAND, ME
Past
May 28, 2019 - March 6, 2020
F L PUTNAM INVESTMENT MANAGEMENT CO.
RIA
CRD#: 106223
PORTLAND, ME
Past
May 3, 2018 - April 1, 2019
MORGAN STANLEY
RIA
CRD#: 149777
WELLESLEY, MA
Past
May 3, 2018 - April 1, 2019
MORGAN STANLEY
BD
CRD#: 149777
WELLESLEY, MA
Past
June 3, 2017 - October 18, 2017
MORGAN STANLEY
BD
CRD#: 149777
WELLESLEY, MA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Alabama(12/2/2021)
RR
Alaska(12/2/2021)
RR
Arizona(12/2/2021)
RR
Arkansas(12/2/2021)
RR
California(12/2/2021)
RR
Colorado(12/2/2021)
RR
Connecticut(12/2/2021)
RR
Delaware(12/2/2021)
RR
District of Columbia(5/30/2025)
RR
Florida(12/2/2021)
RR
Georgia(12/2/2021)
RR
Hawaii(12/2/2021)
RR
Idaho(12/2/2021)
RR
Illinois(12/2/2021)
RR
Indiana(12/2/2021)
RR
Iowa(12/2/2021)
RR
Kansas(12/2/2021)
RR
Kentucky(12/2/2021)
RR
Louisiana(12/2/2021)
RR
Maine(12/3/2021)
RR
Maryland(12/2/2021)
RR
Massachusetts(12/2/2021)
IAR
Massachusetts(3/31/2025)
RR
Michigan(12/2/2021)
RR
Minnesota(12/2/2021)
RR
Mississippi(12/2/2021)
RR
Missouri(12/2/2021)
RR
Montana(12/2/2021)
RR
Nebraska(12/2/2021)
RR
Nevada(12/2/2021)
RR
New Hampshire(12/2/2021)
RR
New Jersey(12/2/2021)
RR
New Mexico(12/2/2021)
RR
New York(12/2/2021)
RR
North Carolina(12/2/2021)
RR
North Dakota(12/2/2021)
RR
Ohio(12/2/2021)
RR
Oklahoma(12/2/2021)
RR
Oregon(12/2/2021)
RR
Pennsylvania(12/2/2021)
RR
Puerto Rico(5/30/2025)
RR
Rhode Island(12/2/2021)
RR
South Carolina(12/2/2021)
RR
South Dakota(12/2/2021)
RR
Tennessee(12/2/2021)
RR
Texas(12/2/2021)
IAR
Texas(3/31/2025)
RR
Utah(12/2/2021)
RR
Vermont(12/2/2021)
RR
Virgin Islands(5/30/2025)
RR
Virginia(12/2/2021)
RR
Washington(12/2/2021)
RR
West Virginia(12/2/2021)
RR
Wisconsin(12/2/2021)
RR
Wyoming(12/2/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Wealth Management Planning Consultant ICRD#: 104555East Sandwich, MATRUST BUT VERIFY
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