Steven W Turpin

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Nashua, NH • 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

Organization	City	State	From	To
Santander Bank, Na	Boston	MA	05/2020	02/2021
Santander Securities, Llc	Dorchester	MA	09/2018	05/2020
Citizens Bank	Gloucester	MA	06/2017	09/2018
Gordon College	Wenham	MA	06/2013	06/2017
Fidelity Investments	Merrimack	NH	02/2021	Present
Gordon College	Wenham	MA	06/2013	06/2017
Fidelity Investments	Boston	MA	03/2025	Present

05/2020 → 02/2021

Santander Bank, Na

Boston, MA
09/2018 → 05/2020

Santander Securities, Llc

Dorchester, MA
06/2017 → 09/2018

Citizens Bank

Gloucester, MA
06/2013 → 06/2017

Gordon College

Wenham, MA
02/2021 → Present

Fidelity Investments

Merrimack, NH
06/2013 → 06/2017

Gordon College

Wenham, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-06-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-09
S63	Uniform Securities Agent State Law Examination	2018-11-05

S66 Uniform Combined State Law Examination

2021-06-09
S63 Uniform Securities Agent State Law Examination

2018-11-05

View on SEC IAPD

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