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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-01-08
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • ME RA
    APPROVED
    Since 2026-01-08
  • 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

Milford, 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
Market Basket Nashua NH 09/2014 01/2021
Entegris Inc. Billerica MA 07/2020 06/2021
Fidelity Investments Merrimack NH 06/2021 Present
University Of Massachusetts, Lowell Lowell MA 09/2018 06/2021
University Of New Hampshire Durum NH 09/2016 11/2016
Middlesex Community College Bedford MA 01/2017 12/2018
Ups Chelmsford MA 12/2016 01/2017
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 01/2021
    Market Basket
    Nashua, NH
  • 07/2020 → 06/2021
    Entegris Inc.
    Billerica, MA
  • 06/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2018 → 06/2021
    University Of Massachusetts, Lowell
    Lowell, MA
  • 09/2016 → 11/2016
    University Of New Hampshire
    Durum, NH
  • 01/2017 → 12/2018
    Middlesex Community College
    Bedford, MA
  • 12/2016 → 01/2017
    Ups
    Chelmsford, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-22
  • S66 Uniform Combined State Law Examination
    2022-03-22

View on SEC IAPD

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