Berklee Rose Vaillancourt

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
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

Gardner, MA • United States

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • 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
Cave Girl Field Hockey Camp	Amherst	NH	06/2011	06/2018
Puritan Backroom	Manchester	NH	06/2014	10/2018
Blue Camel Cafe	New London	CT	12/2015	05/2018
Fidelity Brokerage Services	Merrimack	NH	11/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2011 → 06/2018

Cave Girl Field Hockey Camp

Amherst, NH
06/2014 → 10/2018

Puritan Backroom

Manchester, NH
12/2015 → 05/2018

Blue Camel Cafe

New London, CT
11/2018 → Present

Fidelity Brokerage Services

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-04-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Chestnut Hill, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-05-28
S63	Uniform Securities Agent State Law Examination	2019-03-18

S66 Uniform Combined State Law Examination

2020-05-28
S63 Uniform Securities Agent State Law Examination

2019-03-18

Other Names

Berklee Rose Vaillancourt
Berklee Vaillancourt

View on SEC IAPD

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