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Jeffrey A. Dewolfe

Strategic Advisers LLC

Merrimack, NH

North Andover, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-04-10
NH RA APPROVED 2025-04-04
TX RA APPROVED 2025-04-04
  • MA RA
    APPROVED
    Since 2025-04-10
  • NH RA
    APPROVED
    Since 2025-04-04
  • TX RA
    APPROVED
    Since 2025-04-04

Branch Locations

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

North Andover, MA • 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
Great West Andover MA 10/2012 08/2019
Pruco Securities Llc Wakefield MA 01/2020 06/2020
Unemployed North Reading MA 08/2019 01/2020
Unemployed Danvers MA 06/2020 06/2021
Fidelity Investments Merrimack NH 07/2021 Present
  • 10/2012 → 08/2019
    Great West
    Andover, MA
  • 01/2020 → 06/2020
    Pruco Securities Llc
    Wakefield, MA
  • 08/2019 → 01/2020
    Unemployed
    North Reading, MA
  • 06/2020 → 06/2021
    Unemployed
    Danvers, MA
  • 07/2021 → Present
    Fidelity Investments
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-04
S63 Uniform Securities Agent State Law Examination 2012-11-21
  • S66 Uniform Combined State Law Examination
    2025-03-04
  • S63 Uniform Securities Agent State Law Examination
    2012-11-21
Other Names
  • Jeffrey A Dewolfe
  • Jeff Alexander Dewolfe
  • Jeffrey Dewolfe

View on SEC IAPD

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NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

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