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Geoffrey S. Bearden

Strategic Advisers LLC

Merrimack, NH

Boston, 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

One Spartan Way, Merrimack, NH 03054-4300 • United States

Boston, 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
Fidelity Investments Merrimack NH 02/2021 Present
Leader Bank Needham MA 08/2020 02/2021
Morgan Stanley Boston MA 06/2019 08/2019
Baystate Financial Marshfield MA 05/2020 07/2020
Allbridge Boston MA 06/2018 11/2018
Unh Survey Center Durham NH 02/2018 05/2018
Hingham Recreation Hingham MA 06/2015 04/2018
Peel Pizza Hingham MA 04/2016 04/2017
University Of New Hampshire Durham NH 08/2016 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2020 → 02/2021
    Leader Bank
    Needham, MA
  • 06/2019 → 08/2019
    Morgan Stanley
    Boston, MA
  • 05/2020 → 07/2020
    Baystate Financial
    Marshfield, MA
  • 06/2018 → 11/2018
    Allbridge
    Boston, MA
  • 02/2018 → 05/2018
    Unh Survey Center
    Durham, NH
  • 06/2015 → 04/2018
    Hingham Recreation
    Hingham, MA
  • 04/2016 → 04/2017
    Peel Pizza
    Hingham, MA
  • 08/2016 → 12/2020
    University Of New Hampshire
    Durham, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-99797|OrgNmn:Door Dash|Org Addr:Boston,Massachuse,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Dasher|Duties:Deliver Food|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-06
S63 Uniform Securities Agent State Law Examination 2021-11-02
  • S66 Uniform Combined State Law Examination
    2023-01-06
  • S63 Uniform Securities Agent State Law Examination
    2021-11-02
Other Names
  • Geoffrey Bearden

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

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