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Brett Edward Prince

Strategic Advisers LLC

Wareham, MA

Hingham, MA

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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_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

Wareham, MA • United States

50 Derby St Ste 100, Hingham, MA 02043-3740 • 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 08/2001 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2001 → 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
  • 2003-10-23 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
    Merrimack, NH
    Merrimack, NH
Other Businesses

OBA-3640|OrgNmn:Piney Wood Cranberry Company|Org Addr:Carver/Ply,Massachuse,US|OBA Nature:It is a Cranberry Bog that sel|Invst Rel:N|Title:11% owner and serve as a board me|Duties:Meet with the other owners during our board meetings to review previous year crop & maintenance.|StrtDt:12-23-12|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-18
S63 Uniform Securities Agent State Law Examination 2001-11-27
  • S66 Uniform Combined State Law Examination
    2003-09-18
  • S63 Uniform Securities Agent State Law Examination
    2001-11-27

View on SEC IAPD

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