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Brittany Dunn

Strategic Advisers LLC

Merrimack, NH

Boston, MA

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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

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

Boston, MA • 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
Unemployed Danvers MA 01/2011 12/2016
The Berry Tavern Danvers MA 12/2016 08/2019
Homegoods Seekonk MA 08/2019 05/2020
Northwestern Mutual Providence RI 05/2020 09/2020
Roger Williams University Bristol RI 08/2017 06/2021
Fidelity Investments Merrimack NH 06/2021 Present
High School Danvers MA 09/2013 06/2017
Instacart Bristol RI 01/2021 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 01/2011 → 12/2016
    Unemployed
    Danvers, MA
  • 12/2016 → 08/2019
    The Berry Tavern
    Danvers, MA
  • 08/2019 → 05/2020
    Homegoods
    Seekonk, MA
  • 05/2020 → 09/2020
    Northwestern Mutual
    Providence, RI
  • 08/2017 → 06/2021
    Roger Williams University
    Bristol, RI
  • 06/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2013 → 06/2017
    High School
    Danvers, MA
  • 01/2021 → 05/2021
    Instacart
    Bristol, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-08
S63 Uniform Securities Agent State Law Examination 2022-03-28
  • S66 Uniform Combined State Law Examination
    2025-01-08
  • S63 Uniform Securities Agent State Law Examination
    2022-03-28
Other Names
  • Brittany Ann Dunn
  • Brittany Dunn

View on SEC IAPD

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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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