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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-03-31
  • ME RA
    APPROVED
    Since 2025-03-31

Branch Locations

190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States

Portland, ME • 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
Hub International New England, Llc Cumberland Foreside ME 08/2014 07/2020
Commonwealth Financial Network Waltham MA 09/2014 07/2020
Fidelity Brokerage Services Portland ME 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 07/2020
    Hub International New England, Llc
    Cumberland Foreside, ME
  • 09/2014 → 07/2020
    Waltham, MA
  • 07/2020 → Present
    Fidelity Brokerage Services
    Portland, ME
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Portland, ME
  • 2014-10-01 → 2020-07-17
    Cumberland Foreside, ME
  • 2011-01-24 → 2014-08-22
    Usaa Financial Planning Services
    Colorado Springs, CO
Other Businesses

OBA-68360|OrgNmn:Olive and Co Events|Org Addr:Portland,Maine,US|OBA Nature:Wedding Planning and Event Man|Invst Rel:N|Title:Independent Contractor|Duties:Assist with set up and tear down before, during, and after weddings.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-21
S63 Uniform Securities Agent State Law Examination 2008-10-07
  • S66 Uniform Combined State Law Examination
    2011-01-21
  • S63 Uniform Securities Agent State Law Examination
    2008-10-07
Designations
Other Names
  • Dustin Taylor Fier
  • Dustin Fier

View on SEC IAPD

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