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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

225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States

Wilton, 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, Inc. Merrimack NH 09/1997 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/1997 → Present
    Fidelity Brokerage Services, Inc.
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-13166|OrgNmn:Hampshire Hills Athletic Club|Org Addr:Milford,New Hampsh,US|OBA Nature:Health Club|Invst Rel:N|Title:Yoga/Spin/Strength Teacher|Duties:Teach a yoga class on an adhoc basis based upon regularly scheduled teachers not being able to teach|StrtDt:05-16-19|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-25
S63 Uniform Securities Agent State Law Examination 1998-02-04
  • S66 Uniform Combined State Law Examination
    2021-03-25
  • S63 Uniform Securities Agent State Law Examination
    1998-02-04
Other Names
  • Susan Messier
  • Susan Stitham
  • Susan Messier

View on SEC IAPD

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