Best Investors Account Sign in

Stephen Sean O'KEefe

Strategic Advisers LLC

Mont Vernon, NH

Boston, MA

Claim This Profile
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_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Mont Vernon, NH • United States

155 Congress St, Boston, MA 02110-2511 • 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
Fidelity Brokerage Services Inc. Merrimack NH 11/2000 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2000 → 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
    Boston, MA
    Mont Vernon, NH
  • 2004-02-24 → 2018-07-13
    Strategic Advisers Llc
    Boston, MA
Other Businesses

OBA-1157|OrgNmn:Town of Mont Vernon|Org Addr:Mont Verno,New Hampsh,US|OBA Nature:Community services|Invst Rel:N|Title:Corporal|Duties:Community Services|StrtDt:07-05-99|TotHrs/mon:32|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-09
S63 Uniform Securities Agent State Law Examination 2001-03-13
  • S66 Uniform Combined State Law Examination
    2004-01-09
  • S63 Uniform Securities Agent State Law Examination
    2001-03-13
Other Names
  • Stephen Sean Okeefe
  • Stephen S O'KEefe

View on SEC IAPD

More in Mont Vernon, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor