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Curtis Forcier

Strategic Advisers LLC

Merrimack, NH

Portsmouth, 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

Portsmouth, 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
Portland Glass Biddeford ME 06/2015 05/2021
Endicott College Beverly MA 09/2017 05/2021
Endicott College School Of Business Beverly MA 09/2019 03/2020
Mfs Investment Management Boston MA 07/2020 02/2021
Fidelity Investments Merrimack NH 06/2021 Present
Ameriprise Financial Portland ME 06/2019 07/2019
Education Biddeford ME 09/2013 05/2017
Biddeford Savings Bank Biddeford ME 05/2018 07/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 05/2021
    Portland Glass
    Biddeford, ME
  • 09/2017 → 05/2021
    Endicott College
    Beverly, MA
  • 09/2019 → 03/2020
    Endicott College School Of Business
    Beverly, MA
  • 07/2020 → 02/2021
    Mfs Investment Management
    Boston, MA
  • 06/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2019 → 07/2019
    Ameriprise Financial
    Portland, ME
  • 09/2013 → 05/2017
    Education
    Biddeford, ME
  • 05/2018 → 07/2018
    Biddeford Savings Bank
    Biddeford, ME
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-31
S63 Uniform Securities Agent State Law Examination 2021-12-03
  • S66 Uniform Combined State Law Examination
    2022-10-31
  • S63 Uniform Securities Agent State Law Examination
    2021-12-03
Other Names
  • Curtis Richard Forcier
  • Curtis Forcier

View on SEC IAPD

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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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