Jeffrey Robert Lussier

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Amherst, NH • 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

Organization	City	State	From	To
Fidelity Brokerage Services Inc.	Merrimack	NH	09/2000	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2000 → Present

Fidelity Brokerage Services Inc.

Merrimack, NH
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Amherst, NH

Merrimack, NH
2010-08-17 → 2018-07-13

Strategic Advisers Llc

Merrimack, NH

Other Businesses

OBA-64723|OrgNmn:Ridge2021 LLC|Org Addr:Hollis,New Hampsh,US|OBA Nature:Private LLC to hold land in NH|Invst Rel:N|Title:Non Managing Member|Duties:None. I have no duties or obligations. This is for family estate planning|StrtDt:11-30-21|TotHrs/mon:0.02|TrdHrs/mon:0|

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2019-05-24
S66	Uniform Combined State Law Examination	2010-09-21

S63 Uniform Securities Agent State Law Examination

2019-05-24
S66 Uniform Combined State Law Examination

2010-09-21

View on SEC IAPD

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