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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

Two Contra Way, Merrimack, NH 03054-4334 • United States

Londonderry, 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
Ameriprise Financial Services, Llc Bedford NH 06/2021 03/2022
Alexander Technology Company Bedford NH 10/2020 06/2021
Coca Cola Beverages Northeast Bedford NH 08/2019 07/2020
Southern New Hampshire University Manchester NH 07/2018 08/2019
Johnson & Wales University Providence RI 09/2015 06/2018
Emerson Ecologics Manchester NH 05/2016 08/2017
Texas Roadhouse Warwick RI 09/2017 12/2017
Ellis Crow Solutions Merrimack NH 06/2017 07/2017
Fidelity Investments Merrimack NH 05/2022 Present
Doordash Manchester NH 09/2020 05/2022
Southern New Hampshire University Manchester NH 09/2018 05/2022
Lids Manchester NH 10/2020 02/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 03/2022
    Ameriprise Financial Services, Llc
    Bedford, NH
  • 10/2020 → 06/2021
    Alexander Technology Company
    Bedford, NH
  • 08/2019 → 07/2020
    Coca Cola Beverages Northeast
    Bedford, NH
  • 07/2018 → 08/2019
    Southern New Hampshire University
    Manchester, NH
  • 09/2015 → 06/2018
    Johnson & Wales University
    Providence, RI
  • 05/2016 → 08/2017
    Emerson Ecologics
    Manchester, NH
  • 09/2017 → 12/2017
    Texas Roadhouse
    Warwick, RI
  • 06/2017 → 07/2017
    Ellis Crow Solutions
    Merrimack, NH
  • 05/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2020 → 05/2022
    Doordash
    Manchester, NH
  • 09/2018 → 05/2022
    Southern New Hampshire University
    Manchester, NH
  • 10/2020 → 02/2021
    Lids
    Manchester, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-68884|OrgNmn:Doordash|Org Addr:Manchester,New Hampsh,US|OBA Nature:Doordash is a food delivery se|Invst Rel:N|Title:Independent Contractor|Duties:delivering food throughout the manchester area|StrtDt:05-25-22|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-07
  • S66 Uniform Combined State Law Examination
    2022-10-07
Other Names
  • Robert Kliskey
  • Robert Larkin Kliskey

View on SEC IAPD

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