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James R Duffield

Strategic Advisers LLC

Merrimack, NH

Londonderry, 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_RES 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

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

Londonderry, 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
Duff's Stuff Llc Londonderry NH 01/2015 01/2017
Wicked Pissah Elixahs Londonderry NH 06/2015 12/2017
Skillsoft Nashua NH 04/2005 02/2018
Unemployed Londonderry NH 02/2018 07/2018
The Job Center Manchester NH 07/2018 10/2018
Protlabs Nashua NH 10/2018 02/2020
Essex Bay Engineering Ipswich MA 02/2020 04/2020
Fidelity Investments Merrimack NH 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 01/2017
    Duff's Stuff Llc
    Londonderry, NH
  • 06/2015 → 12/2017
    Wicked Pissah Elixahs
    Londonderry, NH
  • 04/2005 → 02/2018
    Skillsoft
    Nashua, NH
  • 02/2018 → 07/2018
    Unemployed
    Londonderry, NH
  • 07/2018 → 10/2018
    The Job Center
    Manchester, NH
  • 10/2018 → 02/2020
    Protlabs
    Nashua, NH
  • 02/2020 → 04/2020
    Essex Bay Engineering
    Ipswich, MA
  • 06/2020 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-12
S63 Uniform Securities Agent State Law Examination 2020-10-23
  • S66 Uniform Combined State Law Examination
    2022-08-12
  • S63 Uniform Securities Agent State Law Examination
    2020-10-23
Other Names
  • James Robert Duffield
  • Jim Duffield
  • James Duff
  • James Duffield

View on SEC IAPD

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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

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