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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-02
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2026-04-02
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Raymond, 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 02/2015 02/2018
Bank Of America Acton MA 03/2018 05/2018
Fidelity Brokerage Services Llc Merrimack NH 05/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2015 → 02/2018
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 03/2018 → 05/2018
    Bank Of America
    Acton, MA
  • 05/2018 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-12-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Nashua, NH
  • 2018-07-19 → 2019-04-26
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2015-07-14 → 2018-02-05
    Merrimack, NH
Other Businesses

OBA-120875|OrgNmn:MogumoriWorks LLC|Org Addr:Raymond,New Hampsh,US|OBA Nature:Trading cards, collectibles, v|Invst Rel:N|Title:Partner|Duties:Member|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-26
S63 Uniform Securities Agent State Law Examination 2015-04-04
  • S66 Uniform Combined State Law Examination
    2015-06-26
  • S63 Uniform Securities Agent State Law Examination
    2015-04-04
Designations
Other Names
  • Timothy Patrick Stetson
  • Timothy Stetson

View on SEC IAPD

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