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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

54 Maplewood Ave, Portsmouth, NH 03801-3712 • United States

Portsmouth, 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 Investments Merrimack NH 09/2001 Present
Fidelity Investments Merrimack NH 09/2001 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2001 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2001 → Present
    Fidelity Investments
    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
    Portsmouth, NH
    Portsmouth, NH
  • 2004-01-14 → 2018-07-13
    Danvers, MA
    Burlington, MA
Other Businesses

OBA-14126|OrgNmn:Shirley Reed Photography|Org Addr:Portsmouth,New Hampsh,US|OBA Nature:art Photography|Invst Rel:N|Title:Owner|Duties:Photography service and selling Pictures|StrtDt:11-19-19|TotHrs/mon:10|TrdHrs/mon:0|OBA-127960|OrgNmn:Seacoast Half Marathon|Org Addr:Portsmouth,New Hampsh,US|OBA Nature:Charitable organization that o|Invst Rel:N|Title:sit on the board to organize race|Duties:working with local chariteis in monthly meetigs to organize race and volunteers for race|StrtDt:03-09-26|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-28
S63 Uniform Securities Agent State Law Examination 2002-01-09
  • S66 Uniform Combined State Law Examination
    2003-07-28
  • S63 Uniform Securities Agent State Law Examination
    2002-01-09
Other Names
  • Shirley Ann Reed

View on SEC IAPD

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