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Neelabh Trivedi

Strategic Advisers LLC

Merrimack, 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

Merrimack, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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 Investments Merrimack NH 08/2020 Present
Bubbakoo's Burritos Howell NJ 08/2017 08/2020
Bed Bath & Beyond Howell NJ 08/2014 08/2017
New York Life Insurance Company Edison NJ 06/2018 08/2018
Rutgers University New Brunswick NJ 09/2015 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2017 → 08/2020
    Bubbakoo's Burritos
    Howell, NJ
  • 08/2014 → 08/2017
    Bed Bath & Beyond
    Howell, NJ
  • 06/2018 → 08/2018
    New York Life Insurance Company
    Edison, NJ
  • 09/2015 → 05/2020
    Rutgers University
    New Brunswick, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-129695|OrgNmn:Doordash|Org Addr:Merrimack,New Hampsh,US|OBA Nature:delivery|Invst Rel:N|Title:Delivery driver |Duties:Driving and dropping food|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-20
S63 Uniform Securities Agent State Law Examination 2021-03-05
  • S66 Uniform Combined State Law Examination
    2023-02-20
  • S63 Uniform Securities Agent State Law Examination
    2021-03-05

View on SEC IAPD

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