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Louis M. Ellis

Strategic Advisers LLC

Lynnfield, MA

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

Lynnfield, 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
Fatface, Inc. Lynnfield MA 03/2016 03/2020
Ameriprise Financial Services, Llc. Danvers MA 05/2018 08/2018
The Savings Bank Wakefield MA 05/2019 08/2019
Ameriprise Financial Services, Llc. Danvers MA 09/2020 07/2021
Fidelity Investments Merrimack NH 07/2021 Present
Amazon, Inc. Lynnfield MA 05/2020 08/2020
Endicott College Beverly MA 09/2017 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 03/2020
    Fatface, Inc.
    Lynnfield, MA
  • 05/2018 → 08/2018
    Ameriprise Financial Services, Llc.
    Danvers, MA
  • 05/2019 → 08/2019
    The Savings Bank
    Wakefield, MA
  • 09/2020 → 07/2021
    Ameriprise Financial Services, Llc.
    Danvers, MA
  • 07/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 05/2020 → 08/2020
    Amazon, Inc.
    Lynnfield, MA
  • 09/2017 → 05/2021
    Endicott College
    Beverly, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Somerville, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-11
S63 Uniform Securities Agent State Law Examination 2022-04-15
  • S66 Uniform Combined State Law Examination
    2024-06-11
  • S63 Uniform Securities Agent State Law Examination
    2022-04-15
Other Names
  • Louis Michael Ellis
  • Louis M Ellis
  • Louis Ellis

View on SEC IAPD

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