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Wendy Rose Miller

Strategic Advisers LLC

Merrimack, NH

Nashua, 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

Two Contra Way, Merrimack, NH 03054-4334 • United States

Nashua, NH • 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 Brokerage Services Llc Merrimack NH 05/2019 Present
Blue Door Coffee The Woodlands TX 11/2018 01/2019
All Nations Community School The Woodlands TX 08/2018 10/2018
The Woodlands Methodist School The Woodlands TX 08/2016 08/2018
Boe Creative The Woodlands TX 09/2017 05/2018
Unemployed Merrimack NH 01/2019 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 11/2018 → 01/2019
    Blue Door Coffee
    The Woodlands, TX
  • 08/2018 → 10/2018
    All Nations Community School
    The Woodlands, TX
  • 08/2016 → 08/2018
    The Woodlands Methodist School
    The Woodlands, TX
  • 09/2017 → 05/2018
    Boe Creative
    The Woodlands, TX
  • 01/2019 → 05/2019
    Unemployed
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-126538|OrgNmn:Miller Traveling Notary|Org Addr:Nashua Nh ,New Hampsh,US|OBA Nature:Traveling Notary|Invst Rel:N|Title:Notary Public|Duties:Acknowledge legal documents Administer oaths and affirmations; Take verifications upon oath or affirmation; Take depositions; Copy certificati|StrtDt:02-01-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-23
S63 Uniform Securities Agent State Law Examination 2019-08-09
  • S66 Uniform Combined State Law Examination
    2020-10-23
  • S63 Uniform Securities Agent State Law Examination
    2019-08-09
Other Names
  • Wendy Rose Gapinski
  • Wendy Rose Miller
  • Wendy Miller

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

More in Merrimack, NH

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