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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

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

Nashua, 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 Brokerage Services Inc Merrimack NH 04/2000 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2000 → Present
    Fidelity Brokerage Services Inc
    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
    Merrimack, NH
    Nashua, NH
  • 2005-09-30 → 2018-07-13
    Portland, ME
    Tysons Corner, VA
    Merrimack, NH
    Merrimack, NH
Other Businesses

OBA-4197|OrgNmn:NZF Real Estate Investments LLC|Org Addr:Nashua,New Hampsh,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Owner/Manager|Duties:Manage the property|StrtDt:12-13-13|TotHrs/mon:5|TrdHrs/mon:0|OBA-4122|OrgNmn:Rental Properties|Org Addr:Nashua,New Hampsh,US|OBA Nature:Residential Rental|Invst Rel:Y|Title:Owner /landlord|Duties:Owner/ landlord of rental properties|StrtDt:11-06-13|TotHrs/mon:5|TrdHrs/mon:0|OBA-127357|OrgNmn:Cognivest|Org Addr:Nashua,New Hampsh,US|OBA Nature:provideing services and softwa|Invst Rel:N|Title:Sole Proprietor|Duties:researching and analazing quanitative data for developing AI tools to meet clients needs. Includes leading softwear developers and engenieers|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-26
S63 Uniform Securities Agent State Law Examination 2000-09-11
  • S66 Uniform Combined State Law Examination
    2005-09-26
  • S63 Uniform Securities Agent State Law Examination
    2000-09-11
Other Names
  • Neelam Zubaida Farooq

View on SEC IAPD

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