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Travis Dalton

Strategic Advisers LLC

Londonderry, NH

Merrimack, 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

Londonderry, NH • United States

One Spartan Way, Merrimack, NH 03054-4300 • 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
National Quality Review, Inc. Boston MA 10/2016 07/2021
Beacon Hill Staffing Group Boston MA 04/2016 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 10/2016 → 07/2021
    National Quality Review, Inc.
    Boston, MA
  • 04/2016 → 10/2016
    Beacon Hill Staffing Group
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-19
  • S66 Uniform Combined State Law Examination
    2021-11-19
Other Names
  • Travis Potter Dalton
  • Travis Dalton

View on SEC IAPD

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