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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-04-22
MA RA APPROVED 2025-04-17
TX RA APPROVED_RES 2025-04-10
  • NH RA
    APPROVED
    Since 2025-04-22
  • MA RA
    APPROVED
    Since 2025-04-17
  • TX RA
    APPROVED_RES
    Since 2025-04-10

Branch Locations

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

Chelmsford, MA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Merrimack NH 09/2020 Present
Gnc Boston MA 09/2013 03/2020
Unemployed Chelmsford MA 03/2020 09/2020
  • 09/2020 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2013 → 03/2020
    Gnc
    Boston, MA
  • 03/2020 → 09/2020
    Unemployed
    Chelmsford, MA
Other Businesses

OBA-66668|OrgNmn:Chelmsford Dog Association|Org Addr:Chelmsford,Massachuse,US|OBA Nature:Org that educates the local co|Invst Rel:N|Title:Officer for the org - President|Duties:Act as liaison for the organization and the Town of Chelmsford, pay expenses as directed by the board, deposit donations, organize fundraiser|StrtDt:12-05-24|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-28
S63 Uniform Securities Agent State Law Examination 2021-04-07
  • S66 Uniform Combined State Law Examination
    2025-03-28
  • S63 Uniform Securities Agent State Law Examination
    2021-04-07
Other Names
  • Lisa Kimberly Grasso

View on SEC IAPD

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