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Brian Lak

Strategic Advisers LLC

Milford, NH

Merrimack, 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 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

Milford, 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 08/2021 Present
Big Y Foods, Inc. Northampton MA 02/2014 07/2021
Instacart Northampton MA 05/2020 09/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 02/2014 → 07/2021
    Big Y Foods, Inc.
    Northampton, MA
  • 05/2020 → 09/2021
    Instacart
    Northampton, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-14
  • S66 Uniform Combined State Law Examination
    2022-01-14
Other Names
  • Brian Alexander Lak
  • Brian Lak

View on SEC IAPD

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