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Brent Joseph Howard

Strategic Advisers LLC

Harvard, MA

Merrimack, NH

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Harvard, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Windsor CT 06/2004 12/2018
Fidelity Brokerage Services, Llc Merrimack NH 06/2019 Present
Unemployed Harvard MA 01/2019 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2004 → 12/2018
    Lincoln Financial Advisors Corporation
    Windsor, CT
  • 06/2019 → Present
    Fidelity Brokerage Services, Llc
    Merrimack, NH
  • 01/2019 → 06/2019
    Unemployed
    Harvard, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2004-08-11 → 2018-12-31
    Osaic Fa, Inc.
    Wakefield, MA
    Peabody, MA
    Hartford, CT
    Harvard, MA
    Hartford, CT
Other Businesses

OBA-119754|OrgNmn:Wachusett Mountain Ski Patrol|Org Addr:Westminste,Massachuse,US|OBA Nature:Medical & Safety personnel |Invst Rel:N|Title:Ski Patroler|Duties:Basic life support, lift evacuation, safety enforcement, refresher training 1x yr|StrtDt:06-04-25|TotHrs/mon:30|TrdHrs/mon:5|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-11-14
S63 Uniform Securities Agent State Law Examination 2000-11-22
  • S65 Uniform Investment Adviser Law Examination
    2002-11-14
  • S63 Uniform Securities Agent State Law Examination
    2000-11-22
Designations
Other Names
  • Brent Joseph Howard
  • Brent Howard

View on SEC IAPD

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