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Brooke Smith

Strategic Advisers LLC

Nashua, NH

Bedford, 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 2026-04-02
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2026-04-02
  • 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

Bedford, 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 07/2021 Present
Demoulas Supermarkets Littleton MA 09/2003 07/2021
The U Of Strength, Llc Tyngsboro MA 10/2015 07/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2003 → 07/2021
    Demoulas Supermarkets
    Littleton, MA
  • 10/2015 → 07/2021
    The U Of Strength, Llc
    Tyngsboro, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-121021|OrgNmn:The U of Strength, LLC|Org Addr:Bedford, N,New Hampsh,US|OBA Nature:Personal training gym|Invst Rel:N|Title:Partner|Duties:Co-owner, accounting, bookwork|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|OBA-127093|OrgNmn:Bedford Youth Football Association|Org Addr:Bedford,New Hampsh,US|OBA Nature:Volunteer-run Youth Athletic p|Invst Rel:N|Title:At Large Member|Duties:Assist recruitment coordinator in garnering interest with Bedfor Youth in the program. Help with commuinty events|StrtDt:03-13-26|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-20
S63 Uniform Securities Agent State Law Examination 2021-11-19
  • S66 Uniform Combined State Law Examination
    2023-07-20
  • S63 Uniform Securities Agent State Law Examination
    2021-11-19
Other Names
  • Brooke Marsden Smith
  • Brooke Leigh Smith
  • Brooke Smith

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

More in Nashua, NH

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