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Lance William Crate

Strategic Advisers LLC

Nashua, NH

Manchester, 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

225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States

Manchester, 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
4 Leaf Lacrosse New England Hooksett NH 05/2017 06/2021
Instacart San Francisco CA 04/2020 02/2021
Cantores Pizza Lebanon NH 06/2016 03/2020
Merrimack College North Andover MA 10/2018 06/2021
Usa Hockey Colorado Springs CO 01/2013 06/2021
Full-Time Education White River Junction VT 09/2010 06/2021
Fidelity Investments Merrimack NH 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 06/2021
    4 Leaf Lacrosse New England
    Hooksett, NH
  • 04/2020 → 02/2021
    Instacart
    San Francisco, CA
  • 06/2016 → 03/2020
    Cantores Pizza
    Lebanon, NH
  • 10/2018 → 06/2021
    Merrimack College
    North Andover, MA
  • 01/2013 → 06/2021
    Usa Hockey
    Colorado Springs, CO
  • 09/2010 → 06/2021
    Full-Time Education
    White River Junction, VT
  • 06/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-29
S63 Uniform Securities Agent State Law Examination 2021-10-18
  • S66 Uniform Combined State Law Examination
    2022-07-29
  • S63 Uniform Securities Agent State Law Examination
    2021-10-18
Other Names
  • Lance William Crate
  • Lance Crate

View on SEC IAPD

Other Firms

INDEPENDENCE FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INDEPENDENT ADVISOR ALLIANCE, LLC
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

MARK PAIGE PERKINS
Ian Garry Clarke-Pounder
FREDERICK ACKLEY BOUCHER
Corey Patrick Burgess
Jakob Roy Zylak
MELANIE LYNN LAVIGNE
MICHAEL GEORGE CERATO
JAMES DONALD ABAGIS

Other Offices

INDEPENDENCE FINANCIAL ADVISORS, LLC · Nashua, NH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · NASHUA, NH
AMERIPRISE FINANCIAL SERVICES, LLC · NASHUA, NH
WORLD INVESTMENT ADVISORS, LLC · Nashua, NH
WORLD INVESTMENT ADVISORS, LLC · Nashua, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
INDEPENDENT ADVISOR ALLIANCE, LLC · Nashua, NH
EDWARD JONES · NASHUA, NH

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