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Alyssa Roberts

Strategic Advisers LLC

Merrimack, NH

Raymond, 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

Raymond, 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
The Cheesecake Factory Burlington MA 01/2020 02/2020
Compass Innovative Behavior Strategies Nashua NH 09/2016 01/2020
Uno Chicago Grille Nashua NH 01/2016 10/2016
Fidelity Investments Merrimack NH 01/2021 Present
The Cheesecake Factory Burlington MA 07/2020 01/2021
Unemployment Hudson NH 03/2020 06/2020
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → 02/2020
    The Cheesecake Factory
    Burlington, MA
  • 09/2016 → 01/2020
    Compass Innovative Behavior Strategies
    Nashua, NH
  • 01/2016 → 10/2016
    Uno Chicago Grille
    Nashua, NH
  • 01/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2020 → 01/2021
    The Cheesecake Factory
    Burlington, MA
  • 03/2020 → 06/2020
    Unemployment
    Hudson, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-69033|OrgNmn:NextGen Investments LLC|Org Addr:Sheridan,Wyoming,US|OBA Nature:Business made up of myself, my|Invst Rel:Y|Title:Member of the LLC|Duties:Meet with the property manager once per month for 30 minutes.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-08
S63 Uniform Securities Agent State Law Examination 2021-05-14
  • S66 Uniform Combined State Law Examination
    2022-02-08
  • S63 Uniform Securities Agent State Law Examination
    2021-05-14
Other Names
  • Alyssa Jordan Batchelder
  • Alyssa Batchelder
  • Alyssa Jordan Roberts

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
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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