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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_RES 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

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

Londonderry, 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 Investments Merrimack NH 08/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2006 → Present
    Fidelity Investments
    Merrimack, NH
  • 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
    Londonderry, NH
    Merrimack, NH
  • 2007-11-07 → 2018-07-13
    Merrimack, NH
Other Businesses

OBA-119416|OrgNmn:Prospects Athletic Foundation|Org Addr:Manchester,New Hampsh,US|OBA Nature:Youth Baseball and Softball Or|Invst Rel:N|Title:Member of Event Planning Committe|Duties:Assist in organizing and executing 2 major fundraising events: Scholarship night and their annual golf tournament. There are also various volu|StrtDt:06-06-25|TotHrs/mon:2|TrdHrs/mon:0|OBA-114327|OrgNmn:MelendeggsFlock TikTok Account|Org Addr:londonderr,New Hampsh,US|OBA Nature:Wanted to double check on the |Invst Rel:N|Title:Tiktok content creator|Duties:Creation of tiktok content for my personal page. If it is able to be monetized I wanted to submit now. |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-98961|OrgNmn:Franklin Melendez Trucking LLC|Org Addr:Londonderr,New Hampsh,US|OBA Nature:Truck Driving/Freight Delivery|Invst Rel:N|Title:Business Manager|Duties:writing checks, keeping track of his miles driven, keeping track profit/loss|StrtDt:05-19-23|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-16
S63 Uniform Securities Agent State Law Examination 2006-12-15
  • S66 Uniform Combined State Law Examination
    2007-11-16
  • S63 Uniform Securities Agent State Law Examination
    2006-12-15
Designations
Other Names
  • Sarah H Gontarz

View on SEC IAPD

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