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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 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Manchester, 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
B&P Pavement Marking Services Llc Hollis NH 09/2023 01/2025
Social Ventures Foundation Portsmouth NH 09/2018 12/2018
Axa Advisors Llc Los Angeles CA 02/2020 06/2020
Kimball Fruit Farm Pepperell MA 10/2023 11/2023
Salt Waterfront Bar And Grill Shelter Island NY 05/2019 09/2019
Fidelity Investments Merrimack NH 01/2025 Present
Daley Outdoor Services Merrimack NH 06/2015 05/2019
The Ski Monster Boston MA 12/2023 04/2024
Equitable Advisors, Llc New York NY 02/2020 02/2021
Fidelity Investments Greenwood Village CO 05/2021 09/2023
University Of New Hampshire Durham NH 08/2015 05/2019
Unemployment Amherst NH 12/2019 02/2020
Solid Earth Technologies Amherst NH 08/2019 12/2024
Fidelity Investments Boston MA 03/2025 Present
  • 09/2023 → 01/2025
    B&P Pavement Marking Services Llc
    Hollis, NH
  • 09/2018 → 12/2018
    Social Ventures Foundation
    Portsmouth, NH
  • 02/2020 → 06/2020
    Axa Advisors Llc
    Los Angeles, CA
  • 10/2023 → 11/2023
    Kimball Fruit Farm
    Pepperell, MA
  • 05/2019 → 09/2019
    Salt Waterfront Bar And Grill
    Shelter Island, NY
  • 01/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2015 → 05/2019
    Daley Outdoor Services
    Merrimack, NH
  • 12/2023 → 04/2024
    The Ski Monster
    Boston, MA
  • 02/2020 → 02/2021
    New York, NY
  • 05/2021 → 09/2023
    Fidelity Investments
    Greenwood Village, CO
  • 08/2015 → 05/2019
    University Of New Hampshire
    Durham, NH
  • 12/2019 → 02/2020
    Unemployment
    Amherst, NH
  • 08/2019 → 12/2024
    Solid Earth Technologies
    Amherst, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Merrimack, NH
  • 2021-08-23 → 2023-09-20
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2020-05-06 → 2021-02-02
    Los Angeles, CA
Other Businesses

OBA-116131|OrgNmn:B&P Pavement Marking Services LLC|Org Addr:Hollis,New Hampsh,US|OBA Nature:This business provides parking|Invst Rel:N|Title:Employee|Duties:Striping parking lots (paint), and transforming old floors into new ones made of epoxy.|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-01
  • S66 Uniform Combined State Law Examination
    2020-05-01
Other Names
  • Paul Stacy
  • Paul Michael Stacy
  • Paul M Stacy

View on SEC IAPD

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