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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

Merrimack, NH • 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 Investments Merrimack NH 04/2021 Present
Kartwheel Kids Hopkinton MA 11/2019 04/2021
Grafton Public Schools Grafton MA 09/2019 09/2020
Pranzi Catering And Events Providence RI 06/2019 09/2019
Metrowest Ymca Framingham MA 04/2017 06/2019
Beckett Family Of Services Campton NH 11/2016 04/2017
Franklin Parks And Recreation Franklin NH 09/2016 11/2016
Cape Cod Linen Rental Brewster MA 05/2012 09/2016
Plymouth State University Plymouth NH 01/2017 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 11/2019 → 04/2021
    Kartwheel Kids
    Hopkinton, MA
  • 09/2019 → 09/2020
    Grafton Public Schools
    Grafton, MA
  • 06/2019 → 09/2019
    Pranzi Catering And Events
    Providence, RI
  • 04/2017 → 06/2019
    Metrowest Ymca
    Framingham, MA
  • 11/2016 → 04/2017
    Beckett Family Of Services
    Campton, NH
  • 09/2016 → 11/2016
    Franklin Parks And Recreation
    Franklin, NH
  • 05/2012 → 09/2016
    Cape Cod Linen Rental
    Brewster, MA
  • 01/2017 → 05/2020
    Plymouth State University
    Plymouth, NH
  • 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 2022-01-13
  • S66 Uniform Combined State Law Examination
    2023-04-19
  • S63 Uniform Securities Agent State Law Examination
    2022-01-13
Other Names
  • Philip Robert Pichel
  • Phillip Pichel

View on SEC IAPD

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