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John Paul Preston

Strategic Advisers LLC

Merrimack, NH

Arlington, 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 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

One Spartan Way, Merrimack, NH 03054-4300 • United States

Arlington, 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
Fidelity Brokerage Services, Llc Merrimack NH 02/2020 Present
Material Installations Merrimack NH 06/2013 02/2020
Aston Carter Boston MA 04/2019 08/2019
Cmc Training And Consulting San Leandro CA 09/2017 03/2019
Worldwide Express Boston MA 06/2017 10/2017
Plymouth State University Plymouth NH 09/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2020 → Present
    Fidelity Brokerage Services, Llc
    Merrimack, NH
  • 06/2013 → 02/2020
    Material Installations
    Merrimack, NH
  • 04/2019 → 08/2019
    Aston Carter
    Boston, MA
  • 09/2017 → 03/2019
    Cmc Training And Consulting
    San Leandro, CA
  • 06/2017 → 10/2017
    Worldwide Express
    Boston, MA
  • 09/2013 → 05/2017
    Plymouth State University
    Plymouth, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-21
S63 Uniform Securities Agent State Law Examination 2020-07-01
  • S66 Uniform Combined State Law Examination
    2020-10-21
  • S63 Uniform Securities Agent State Law Examination
    2020-07-01
Other Names
  • John Paul Preston
  • John Preston

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
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

More in Merrimack, NH

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