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Allison A Moreira

Strategic Advisers LLC

Goffstown, 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 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Goffstown, NH • 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, Llc Merrimack NH 08/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2010 → Present
    Fidelity Brokerage Services, Llc
    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
    Merrimack, NH
    Goffstown, NH
  • 2013-06-12 → 2018-07-13
    Strategic Advisers Llc
    Nashua, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-24
S63 Uniform Securities Agent State Law Examination 2010-11-19
  • S65 Uniform Investment Adviser Law Examination
    2013-05-24
  • S63 Uniform Securities Agent State Law Examination
    2010-11-19
Other Names
  • Allison Anita Ouellette
  • Ali Lavoie
  • Allison A Lavoie
  • Allison Anita Lavoie
  • Allison Anita Moreira

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
ON INVESTMENT MANAGEMENT CO
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

TRAVIS W. STEWART
ERIC DAVID SNODGRASS
SCOT D. MACDONALD
TIMOTHY D. DODGE
TODD G MONTWILL
RYAN CLARK LELAND
RICHARD T. ABBOTT
LUKE W. TRILL

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
LPL FINANCIAL LLC · NASHUA, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

More in Goffstown, NH

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