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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Malden, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Las Olas Taqueria Hampton NH 04/2021 05/2021
Old Navy Newington NH 10/2020 12/2020
Bottomline Technologies Portsmouth NH 06/2020 08/2020
Bonaloop Beverly MA 05/2019 03/2020
Beverly Athletic Club Beverly MA 04/2018 03/2020
University Of New Hampshire Durham NH 02/2018 05/2018
Copyright Clearance Center Danvers MA 04/2017 06/2017
University Of New Hampshire Durham NH 08/2017 07/2021
Fidelity Investments Merrimack NH 07/2021 Present
Beverly High School Beverly MA 09/2013 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → 05/2021
    Las Olas Taqueria
    Hampton, NH
  • 10/2020 → 12/2020
    Old Navy
    Newington, NH
  • 06/2020 → 08/2020
    Bottomline Technologies
    Portsmouth, NH
  • 05/2019 → 03/2020
    Bonaloop
    Beverly, MA
  • 04/2018 → 03/2020
    Beverly Athletic Club
    Beverly, MA
  • 02/2018 → 05/2018
    University Of New Hampshire
    Durham, NH
  • 04/2017 → 06/2017
    Copyright Clearance Center
    Danvers, MA
  • 08/2017 → 07/2021
    University Of New Hampshire
    Durham, NH
  • 07/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2013 → 06/2017
    Beverly High School
    Beverly, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-03 → 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 2022-03-09
  • S66 Uniform Combined State Law Examination
    2022-07-29
  • S63 Uniform Securities Agent State Law Examination
    2022-03-09
Other Names
  • Thomas Charles Adams
  • Thomas Adams

View on SEC IAPD

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