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Josh Perillo

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 2025-03-31
  • 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

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
Fidelity Investments Greenwood Village CO 08/2020 Present
University Of Colorado Hospital Colorado Springs CO 12/2016 08/2020
Aspen Pointe Colorado Springs CO 09/2015 12/2016
Colorado State University Aurora CO 11/2016 06/2018
Southern New Hampshire University Manchester NH 06/2016 11/2016
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 12/2016 → 08/2020
    University Of Colorado Hospital
    Colorado Springs, CO
  • 09/2015 → 12/2016
    Aspen Pointe
    Colorado Springs, CO
  • 11/2016 → 06/2018
    Colorado State University
    Aurora, CO
  • 06/2016 → 11/2016
    Southern New Hampshire University
    Manchester, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Londonderry, NH
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-02
S63 Uniform Securities Agent State Law Examination 2020-12-17
  • S66 Uniform Combined State Law Examination
    2023-11-02
  • S63 Uniform Securities Agent State Law Examination
    2020-12-17
Other Names
  • Josh Ryan Perillo
  • Josh Perillo

View on SEC IAPD

Other Firms

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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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