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John Falvey

Strategic Advisers LLC

Newburyport, MA

Newburyport, MA

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 2026-05-26
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2026-05-26
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Newburyport, MA • United States

Newburyport, MA • United States

One Spartan Way, Merrimack, NH 03054-4300 • 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 12/2020 Present
Old Irish Social Club Providence RI 01/2020 03/2020
Providence College Physical Plant Providence RI 02/2017 05/2019
M.A. Falvey Painting Service Inc. Hingham MA 06/2014 11/2020
Providence College Providence RI 08/2016 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 12/2020 → Present
    Fidelity Investments
    Merrimack, NH
  • 01/2020 → 03/2020
    Old Irish Social Club
    Providence, RI
  • 02/2017 → 05/2019
    Providence College Physical Plant
    Providence, RI
  • 06/2014 → 11/2020
    M.A. Falvey Painting Service Inc.
    Hingham, MA
  • 08/2016 → 05/2020
    Providence College
    Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-60846|OrgNmn:Uber Eats|Org Addr:San Franci,California,US|OBA Nature:Food delivery service|Invst Rel:N|Title:Independent Contractor|Duties:All outside of Fidelity hours. Does not interfere with Fidelity hours at all.|StrtDt:07-14-21|TotHrs/mon:10|TrdHrs/mon:0|OBA-60593|OrgNmn:Instacart|Org Addr:San Franci,California,US|OBA Nature:Grocery Delivery|Invst Rel:N|Title:Independent Contractor|Duties:All outside of work hours. Does not interfere with Fidelity at all. |StrtDt:06-28-21|TotHrs/mon:20|TrdHrs/mon:0|OBA-101787|OrgNmn:Boston ATM |Org Addr:Newburypor,Massachuse,US|OBA Nature:Operating and servicing MA bas|Invst Rel:N|Title:Sole Proprietor|Duties:Owning the machines and helping them run properly |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-09
S63 Uniform Securities Agent State Law Examination 2021-05-20
  • S66 Uniform Combined State Law Examination
    2021-11-09
  • S63 Uniform Securities Agent State Law Examination
    2021-05-20
Other Names
  • John Robert Falvey
  • Jack Falvey
  • John Falvey

View on SEC IAPD

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