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Alexis M. Dunphy

Strategic Advisers LLC

Raymond, NH

Merrimack, NH

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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

Raymond, NH • United States

One Spartan Way, Merrimack, NH 03054-4300 • 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 06/2020 Present
Alexis Dunphy The Villages FL 05/2015 06/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 05/2015 → 06/2020
    Alexis Dunphy
    The Villages, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-15423|OrgNmn:Cosmetology licensing|Org Addr:raymond,New Hampsh,US|OBA Nature:Cosmetology|Invst Rel:N|Title:cosmetologist|Duties:none|StrtDt:11-24-03|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-22
S63 Uniform Securities Agent State Law Examination 2020-10-08
  • S66 Uniform Combined State Law Examination
    2021-11-22
  • S63 Uniform Securities Agent State Law Examination
    2020-10-08
Other Names
  • Alexis Marie Czarnec
  • Alexis Marie Dunphy
  • Alexis Dunphy

View on SEC IAPD

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Other Investors

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ANTHONY ATA
CHRISTOPHER THOMAS CHAPMAN
DANIEL LORD
Kristen Cole
Elliot J Evans
Carla Ann Beck

Other Offices

EDWARD JONES · RAYMOND, NH
CITIZENS SECURITIES, INC. · RAYMOND, NH
STATE FARM INVESTMENT MANAGEMENT CORP. · Epping, NH
TD PRIVATE CLIENT WEALTH LLC · Epping, NH
EDWARD JONES · EPPING, NH
EDWARD JONES · Chester, NH
EDWARD JONES · DEERFIELD, NH
MML INVESTORS SERVICES, LLC · AUBURN, NH

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