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Ceara Herget

Strategic Advisers LLC

Littleton, MA

Merrimack, NH

CRD 7187453

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

Littleton, 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
Westford Academy Westford MA 09/2013 05/2017
Middlesex Community College Bedford MA 09/2017 08/2019
Bentley University Waltham MA 09/2019 08/2021
Flyboard Boston Westford MA 06/2016 09/2021
Equitable Advisors, Llc Waltham MA 10/2019 10/2020
Fihlo's Great Road Acton MA 01/2018 03/2020
Papa Gino's Pizzeria Westford MA 02/2017 08/2018
Unemployed Littleton MA 03/2020 08/2021
Fidelity Investments Merrimack NH 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2013 → 05/2017
    Westford Academy
    Westford, MA
  • 09/2017 → 08/2019
    Middlesex Community College
    Bedford, MA
  • 09/2019 → 08/2021
    Bentley University
    Waltham, MA
  • 06/2016 → 09/2021
    Flyboard Boston
    Westford, MA
  • 10/2019 → 10/2020
    Equitable Advisors, Llc
    Waltham, MA
  • 01/2018 → 03/2020
    Fihlo's Great Road
    Acton, MA
  • 02/2017 → 08/2018
    Papa Gino's Pizzeria
    Westford, MA
  • 03/2020 → 08/2021
    Unemployed
    Littleton, MA
  • 09/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-118990|OrgNmn:Sunshine Ready Rentals LLC|Org Addr:Miami,Florida,US|OBA Nature:Short Term Rentals|Invst Rel:Y|Title:Owner|Duties:Lising property online for bookings and hiring cleaners|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-01
  • S66 Uniform Combined State Law Examination
    2022-03-01
Other Names
  • Ceara Herget
  • Ceara Nicole Herget

View on SEC IAPD

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