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Brian Haggerty

Strategic Advisers LLC

Merrimack, NH

Wethersfield, CT

West Hartford, CT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Wethersfield, CT • United States

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • 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
Virtus Investment Partners Hartford CT 10/2008 07/2020
Vp Distributors Inc Hartford CT 02/2009 07/2020
Fidelity Investments Wethersfield CT 10/2021 Present
Unemployed Wethersfield CT 07/2020 10/2021
Capital Community College Hartford CT 05/2017 11/2021
Charter Oak State College New Britain CT 09/2021 11/2021
Fidelity Investments Boston MA 03/2025 Present
  • 10/2008 → 07/2020
    Virtus Investment Partners
    Hartford, CT
  • 02/2009 → 07/2020
    Vp Distributors Inc
    Hartford, CT
  • 10/2021 → Present
    Fidelity Investments
    Wethersfield, CT
  • 07/2020 → 10/2021
    Unemployed
    Wethersfield, CT
  • 05/2017 → 11/2021
    Capital Community College
    Hartford, CT
  • 09/2021 → 11/2021
    Charter Oak State College
    New Britain, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-04-30
S63 Uniform Securities Agent State Law Examination 1999-02-01
  • S65 Uniform Investment Adviser Law Examination
    2003-04-30
  • S63 Uniform Securities Agent State Law Examination
    1999-02-01
Other Names
  • Brian Richard Haggerty
  • Brian R Haggerty

View on SEC IAPD

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ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

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

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