Rishabh Trivedi

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-12-23
NH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MA RA
APPROVED

Since 2025-12-23
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

Merrimack, 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

Organization	City	State	From	To
Fidelity Investments	Merrimack	NH	06/2020	Present
Bentley University	Waltham	MA	08/2016	05/2020
Bed Bath & Beyond	Howell	NJ	02/2014	04/2020
Sodexo	Waltham	MA	08/2017	03/2020
Sodexo	Waltham	MA	10/2016	05/2017
Fidelity Investments	Boston	MA	03/2025	Present

06/2020 → Present

Fidelity Investments

Merrimack, NH
08/2016 → 05/2020

Bentley University

Waltham, MA
02/2014 → 04/2020

Bed Bath & Beyond

Howell, NJ
08/2017 → 03/2020

Sodexo

Waltham, MA
10/2016 → 05/2017

Sodexo

Waltham, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-08-31 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Other Businesses

OBA-130840|OrgNmn:DoorDash|Org Addr:San Franci,California,US|OBA Nature:Food delivery service|Invst Rel:N|Title:Driver|Duties:Drive my car to restaurants to pickup food. Drop food off at customer's house/apartment.|StrtDt:07-24-26|TotHrs/mon:50|TrdHrs/mon:0|OBA-132310|OrgNmn:UberEats|Org Addr:Merrimack,New Hampsh,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Independent Contractor|Duties:Deliver food to customers using my car|StrtDt:07-24-26|TotHrs/mon:50|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-29
S63	Uniform Securities Agent State Law Examination	2021-04-16

S66 Uniform Combined State Law Examination

2022-08-29
S63 Uniform Securities Agent State Law Examination

2021-04-16

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

STEPHEN A LUNGO

DENNIS CIPRIANO

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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