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William Joseph Mcgrath

Strategic Advisers LLC

Penacook, NH

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

Penacook, 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
OrganizationCityStateFromTo
Larson Juhl Methuen MA 05/2015 07/2017
Bay State Baptist Church Billerica MA 09/2016 02/2019
High Road Inc Woburn MA 07/2017 02/2019
Fidelity Brokerage Services Llc Merrimack NH 02/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 07/2017
    Larson Juhl
    Methuen, MA
  • 09/2016 → 02/2019
    Bay State Baptist Church
    Billerica, MA
  • 07/2017 → 02/2019
    High Road Inc
    Woburn, MA
  • 02/2019 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-23
S63 Uniform Securities Agent State Law Examination 2019-05-10
  • S66 Uniform Combined State Law Examination
    2019-12-23
  • S63 Uniform Securities Agent State Law Examination
    2019-05-10
Other Names
  • Bill Mcgrath
  • William Joseph Mcgrath
  • William Mcgrath

View on SEC IAPD

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