Best Investors Account Sign in

Siqiao Chen

Strategic Advisers LLC

Merrimack, NH

Stoneham, MA

Claim This Profile
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

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

Stoneham, MA • 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 08/2021 Present
East Boson Savings Bank Boston MA 01/2021 07/2021
Eastern Industrial Automation Waltham MA 07/2020 12/2020
Happy Crab Somerville MA 01/2020 03/2020
Bentley Univeristy Waltham MA 08/2018 05/2021
Maki Maki Woburn MA 06/2019 08/2019
Pressed Cafe Burlington MA 09/2018 12/2018
Peppercorn House Woburn MA 11/2016 08/2018
Daikayama Lexington MA 08/2016 10/2016
Bunker Hill Community College Charlestown MA 06/2016 05/2018
Unemployed Westford MA 03/2020 07/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 01/2021 → 07/2021
    East Boson Savings Bank
    Boston, MA
  • 07/2020 → 12/2020
    Eastern Industrial Automation
    Waltham, MA
  • 01/2020 → 03/2020
    Happy Crab
    Somerville, MA
  • 08/2018 → 05/2021
    Bentley Univeristy
    Waltham, MA
  • 06/2019 → 08/2019
    Maki Maki
    Woburn, MA
  • 09/2018 → 12/2018
    Pressed Cafe
    Burlington, MA
  • 11/2016 → 08/2018
    Peppercorn House
    Woburn, MA
  • 08/2016 → 10/2016
    Daikayama
    Lexington, MA
  • 06/2016 → 05/2018
    Bunker Hill Community College
    Charlestown, MA
  • 03/2020 → 07/2020
    Unemployed
    Westford, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-30 → 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
  • Nicky Chen

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

More in Merrimack, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor