Steven Strand

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Boscawen, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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

Organization	City	State	From	To
Gwfs Equities, Inc	Greenwood Village	CO	07/2012	07/2017
Unemployed	Boscawen	NH	08/2017	03/2018
Fidelity Brokerage Services Llc	Merrimack	NH	03/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2012 → 07/2017

Gwfs Equities, Inc

Greenwood Village, CO
08/2017 → 03/2018

Unemployed

Boscawen, NH
03/2018 → Present

Fidelity Brokerage Services Llc

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-01-18 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH
2009-01-26 → 2012-07-10

Strategic Advisers Llc

Merrimack, NH

Other Businesses

OBA-10600|OrgNmn:Construction job|Org Addr:Concord,New Hampsh,US|OBA Nature:House framing and general cons|Invst Rel:N|Title:Laborer construction work|Duties:General Labor and construction work on weekends|StrtDt:05-01-18|TotHrs/mon:20|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-09-24
S63	Uniform Securities Agent State Law Examination	2000-02-21

S66 Uniform Combined State Law Examination

2018-09-24
S63 Uniform Securities Agent State Law Examination

2000-02-21

Other Names

Steven George Strand
Steven Strand

View on SEC IAPD

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