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Karen Gallant

Strategic Advisers LLC

Merrimack, NH

Bedford, NH

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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
  • NH RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Bedford, 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
Tuscan Kitchen Salem NH 09/2010 09/2018
Northeast Planning Associates Bedford NH 09/2015 09/2022
Lpl Financial Llc Bedford NH 03/2018 09/2022
Fidelity Investments Merrimack NH 09/2002 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2010 → 09/2018
    Tuscan Kitchen
    Salem, NH
  • 09/2015 → 09/2022
    Northeast Planning Associates
    Bedford, NH
  • 03/2018 → 09/2022
    Lpl Financial Llc
    Bedford, NH
  • 09/2002 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2018-11-09 → 2022-09-20
    Lpl Financial Llc
    Bedford, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-09
S63 Uniform Securities Agent State Law Examination 2004-10-06
  • S66 Uniform Combined State Law Examination
    2018-11-09
  • S63 Uniform Securities Agent State Law Examination
    2004-10-06
Other Names
  • Karen M Mclaughlin

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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

More in Merrimack, NH

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