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Justin Bain

Strategic Advisers LLC

Boston, MA

Merrimack, NH

CRD 7371836

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Boston, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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 Investents Merrimack NH 04/2021 Present
Unemployed Sudbury MA 08/2020 04/2021
Xr Elite New Orleans LA 03/2020 08/2020
Tulane University New Orleans LA 08/2016 05/2020
Unemployed New Orleans LA 01/2019 03/2020
Vienna University Of Economics And Business Vienna 06/2019 07/2019
Colonial Inn Restaurant Concord MA 04/2018 01/2019
Sharper Edge Skating School Concord MA 01/2012 01/2019
Chicago Marketing Inc. Boston MA 09/2020 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → Present
    Fidelity Investents
    Merrimack, NH
  • 08/2020 → 04/2021
    Unemployed
    Sudbury, MA
  • 03/2020 → 08/2020
    Xr Elite
    New Orleans, LA
  • 08/2016 → 05/2020
    Tulane University
    New Orleans, LA
  • 01/2019 → 03/2020
    Unemployed
    New Orleans, LA
  • 06/2019 → 07/2019
    Vienna University Of Economics And Business
    Vienna
  • 04/2018 → 01/2019
    Colonial Inn Restaurant
    Concord, MA
  • 01/2012 → 01/2019
    Sharper Edge Skating School
    Concord, MA
  • 09/2020 → 09/2020
    Chicago Marketing Inc.
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-19
S63 Uniform Securities Agent State Law Examination 2021-10-18
  • S66 Uniform Combined State Law Examination
    2023-04-19
  • S63 Uniform Securities Agent State Law Examination
    2021-10-18
Other Names
  • Justin Michael Bain
  • Justin Bain

View on SEC IAPD

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