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Nicole Gilbert

Strategic Advisers LLC

Bedford, NH

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

Bedford, NH • United States

One Spartan Way, Merrimack, NH 03054-4300 • 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
Sagepoint Financial, Inc Phoenix AZ 01/2009 05/2022
Fidelity Investments Merrimack NH 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2009 → 05/2022
    Sagepoint Financial, Inc
    Phoenix, AZ
  • 05/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2021-07-14 → 2022-05-09
    Fsc Securities Corporation
    Atlanta, GA
    Atlanta, GA
  • 2005-10-31 → 2022-05-09
    Osaic Services, Inc.
    Phoenix, AZ
    Massapequa, NY
    Phoenix, AZ
  • 2003-09-08 → 2005-10-31
    Sunamerica Securities, Inc.
    Bedford, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-03
S63 Uniform Securities Agent State Law Examination 2001-04-11
  • S66 Uniform Combined State Law Examination
    2003-09-03
  • S63 Uniform Securities Agent State Law Examination
    2001-04-11
Other Names
  • Nicole Gauvin
  • Nicole Gilbert
  • Nicole Gauvin

View on SEC IAPD

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