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Alicia Majeski

Strategic Advisers LLC

Burlington, MA

Burlington, MA

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

Branch Locations

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States

1500 District Ave, Burlington, MA 01803 • United States

Epping, 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 05/2012 01/2017
Essential Planning Llc Portsmouth NH 02/2017 08/2017
The Vermont Agency Colchester VT 06/2018 09/2018
Equity Services Inc. Montpelier VT 06/2018 09/2018
Unemployed Epping NH 09/2017 05/2018
Black Trumpet Bistro Portsmouth NH 09/2018 09/2019
Unemployed Epping NH 09/2019 12/2019
Tilton Wealth Management Waltham MA 12/2019 07/2022
Fidelity Investments Nashua NH 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2012 → 01/2017
    Fidelity Investments
    Merrimack, NH
  • 02/2017 → 08/2017
    Essential Planning Llc
    Portsmouth, NH
  • 06/2018 → 09/2018
    The Vermont Agency
    Colchester, VT
  • 06/2018 → 09/2018
    Equity Services Inc.
    Montpelier, VT
  • 09/2017 → 05/2018
    Unemployed
    Epping, NH
  • 09/2018 → 09/2019
    Black Trumpet Bistro
    Portsmouth, NH
  • 09/2019 → 12/2019
    Unemployed
    Epping, NH
  • 12/2019 → 07/2022
    Tilton Wealth Management
    Waltham, MA
  • 07/2022 → Present
    Fidelity Investments
    Nashua, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-03
S63 Uniform Securities Agent State Law Examination 2012-08-23
  • S66 Uniform Combined State Law Examination
    2015-02-03
  • S63 Uniform Securities Agent State Law Examination
    2012-08-23
Other Names
  • Alicia Penell Vassallo
  • Alicia Vassallo
  • Alicia Penell Majeski

View on SEC IAPD

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MITCHELL ALAN GOLDFELD
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SHARON M CONSOLI
John Edwardh
Meaghan Anne Murphy Keeven
STEPHEN BARRY FREEDMAN

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RISK PARADIGM GROUP, LLC · BURLINGTON, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURLINGTON, MA
ONEPOINT BFG WEALTH PARTNERS · Burlington, MA
EDELMAN FINANCIAL ENGINES · Town of Burlington, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, TOWN OF, MA
RISK PARADIGM GROUP, LLC · Burlington, MA

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