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Andrew Dumais

Strategic Advisers LLC

Nashua, NH

Nashua, NH

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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

Nashua, NH • United States

225 Daniel Webster Hwy, Nashua, NH 03060-5536 • 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 Llc Merrimack NH 06/2012 04/2017
Fidelity Brokerage Services Llc Merrimack NH 04/2017 Present
Carmax Auto Superstores, Inc Westborough MA 08/2014 03/2017
Andrew Dumais Insurance Sales Westborough MA 01/2015 03/2017
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → 04/2017
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 04/2017 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 08/2014 → 03/2017
    Carmax Auto Superstores, Inc
    Westborough, MA
  • 01/2015 → 03/2017
    Andrew Dumais Insurance Sales
    Westborough, 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
    Nashua, NH
    Nashua, NH
  • 2017-10-17 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
Other Businesses

OBA-108975|OrgNmn:Andrew Dumais Rental Properties|Org Addr:Nashua,New Hampsh,US|OBA Nature:Rental Real Estate|Invst Rel:Y|Title:President|Duties:Overseeing manager and coordinating with contractors|StrtDt:|TotHrs/mon:4|TrdHrs/mon:2|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-22
S63 Uniform Securities Agent State Law Examination 2012-09-28
  • S66 Uniform Combined State Law Examination
    2017-06-22
  • S63 Uniform Securities Agent State Law Examination
    2012-09-28
Designations
Other Names
  • Andrew James Dumais
  • Andrew J Dumais

View on SEC IAPD

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