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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_RES 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Merrimack, NH • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Merrimack NH 07/2021 Present
Cca Global Partners Manchester NH 08/2018 06/2021
University Of New Hampshire Manchester NH 09/2018 05/2021
Southern Maine Community College South Portland ME 01/2016 05/2018
Auto Europe Portland ME 09/2015 11/2016
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2018 → 06/2021
    Cca Global Partners
    Manchester, NH
  • 09/2018 → 05/2021
    University Of New Hampshire
    Manchester, NH
  • 01/2016 → 05/2018
    Southern Maine Community College
    South Portland, ME
  • 09/2015 → 11/2016
    Auto Europe
    Portland, ME
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-24
S63 Uniform Securities Agent State Law Examination 2021-12-17
  • S66 Uniform Combined State Law Examination
    2022-08-24
  • S63 Uniform Securities Agent State Law Examination
    2021-12-17
Other Names
  • Thomas David Richer
  • Thomas Richer

View on SEC IAPD

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