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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

Salem, 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
University Of New Hampshire Transportation Services Durham NH 08/2018 01/2021
Fidelity Investments Merrimack NH 01/2021 Present
University Of New Hampshire Durham NH 08/2016 05/2020
Njr Power Washing Exeter NH 09/2020 01/2021
Self Employed Exeter NH 09/2011 01/2021
Self Employed Exeter NH 11/2018 01/2021
Lincoln Financial Group Dover NH 10/2019 05/2020
Collangelo's Gutters Llc Newmarket NH 03/2020 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → 01/2021
    University Of New Hampshire Transportation Services
    Durham, NH
  • 01/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2016 → 05/2020
    University Of New Hampshire
    Durham, NH
  • 09/2020 → 01/2021
    Njr Power Washing
    Exeter, NH
  • 09/2011 → 01/2021
    Self Employed
    Exeter, NH
  • 11/2018 → 01/2021
    Self Employed
    Exeter, NH
  • 10/2019 → 05/2020
    Lincoln Financial Group
    Dover, NH
  • 03/2020 → 05/2020
    Collangelo's Gutters Llc
    Newmarket, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-17773|OrgNmn:Self Employment|Org Addr:Exeter,New Hampsh,US|OBA Nature:Ice Hockey Officiating|Invst Rel:N|Title:Ice Hockey OfficialFull time memb|Duties:Show up on time and officiate assigned games to the best of my ability.|StrtDt:10-13-19|TotHrs/mon:16|TrdHrs/mon:0|OBA-17880|OrgNmn:Self Employment|Org Addr:Exeter,New Hampsh,US|OBA Nature:Official at the USA Hockey org|Invst Rel:N|Title:Ice Hockey Official|Duties:Show up on time and officiate ice hockey games|StrtDt:09-18-11|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-18
S63 Uniform Securities Agent State Law Examination 2021-05-19
  • S66 Uniform Combined State Law Examination
    2022-11-18
  • S63 Uniform Securities Agent State Law Examination
    2021-05-19
Other Names
  • Nathan James Rumford

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