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Thomas H. Norton

Strategic Advisers LLC

Merrimack, NH

Chelmsford, 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 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

One Spartan Way, Merrimack, NH 03054-4300 • United States

Chelmsford, MA • 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 02/1998 Present
Strategic Advisers, Inc. Marborough MA 05/2003 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/1998 → Present
    Fidelity Brokerage Services, Inc.
    Merrimack, NH
  • 05/2003 → Present
    Strategic Advisers, Inc.
    Marborough, MA
  • 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
    Merrimack, NH
  • 2008-01-15 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
    Chelmsford, MA
  • 2006-09-21 → 2008-01-11
    Strategic Advisers Llc
    Merrimack, NH
  • 2005-12-19 → 2006-10-04
    Fidelity Distributors Company Llc
    Merrimack, NH
    Smithfield, RI
    Merrimack, NH
    Merrimack, NH
  • 2003-05-14 → 2004-12-31
    Strategic Advisers Llc
    Marborough, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-17
S63 Uniform Securities Agent State Law Examination 1998-08-17
  • S66 Uniform Combined State Law Examination
    2003-01-17
  • S63 Uniform Securities Agent State Law Examination
    1998-08-17
Other Names
  • Thomas Henry Norton
  • Thomas Henry Norton Iii
  • Thomas H Norton
  • Thomas H Norton

View on SEC IAPD

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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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