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Catherine Elaine Donahue

Strategic Advisers LLC

Merrimack, NH

Portsmouth, NH

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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

Portsmouth, 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
Fidelity Investments Merrimack NH 06/2021 Present
Platinum Tan Hudson NH 05/2018 06/2021
Conifer Health Solutions Nashua NH 08/2020 06/2021
Alvirne High School Hudson NH 08/2014 06/2018
The University Of Rhode Island Kingston RI 08/2018 12/2019
The Inn At Fairview Health Care Hudson NH 11/2016 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 05/2018 → 06/2021
    Platinum Tan
    Hudson, NH
  • 08/2020 → 06/2021
    Conifer Health Solutions
    Nashua, NH
  • 08/2014 → 06/2018
    Alvirne High School
    Hudson, NH
  • 08/2018 → 12/2019
    The University Of Rhode Island
    Kingston, RI
  • 11/2016 → 08/2018
    The Inn At Fairview Health Care
    Hudson, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-60330|OrgNmn:PLATINUM TAN|Org Addr:HUDSON,New Hampsh,US|OBA Nature:TANNING SALON|Invst Rel:N|Title:Employee|Duties:PART-TIME, SCHEDULED ON WEEKENDS, OCCASIONAL SPRAY TANS AFTER 5PM WEEKDAYS|StrtDt:05-18-18|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-27
S63 Uniform Securities Agent State Law Examination 2022-04-11
  • S66 Uniform Combined State Law Examination
    2022-10-27
  • S63 Uniform Securities Agent State Law Examination
    2022-04-11
Other Names
  • Catherine Elaine Donahue
  • Catie Donahue
  • Catherine Donahue

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

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