Best Investors Account Sign in

Colby Steinfeld

Strategic Advisers LLC

Merrimack, NH

Billerica, MA

CRD 7971400

Claim This Profile
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 2026-04-16
NH RA APPROVED 2026-02-03
TX RA APPROVED 2026-02-03
  • MA RA
    APPROVED
    Since 2026-04-16
  • NH RA
    APPROVED
    Since 2026-02-03
  • TX RA
    APPROVED
    Since 2026-02-03

Branch Locations

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

Billerica, 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
Keenan Financial Boston MA 08/2024 08/2025
Nonnewaug High School Woodbury CT 01/2016 01/2020
Bentley University Waltham MA 01/2020 08/2024
Weston Golf Club Weston MA 06/2023 10/2025
Fidelity Investments Merrimack NH 10/2025 Present
Quassy Amusement Park Middlebury CT 05/2018 07/2019
Shop Rite Southbury CT 09/2021 01/2023
Labonnes Markets Woodbury CT 12/2019 06/2023
  • 08/2024 → 08/2025
    Keenan Financial
    Boston, MA
  • 01/2016 → 01/2020
    Nonnewaug High School
    Woodbury, CT
  • 01/2020 → 08/2024
    Bentley University
    Waltham, MA
  • 06/2023 → 10/2025
    Weston Golf Club
    Weston, MA
  • 10/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 05/2018 → 07/2019
    Quassy Amusement Park
    Middlebury, CT
  • 09/2021 → 01/2023
    Shop Rite
    Southbury, CT
  • 12/2019 → 06/2023
    Labonnes Markets
    Woodbury, CT
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-01-28
S65 Uniform Investment Adviser Law Examination 2024-08-02
  • S63 Uniform Securities Agent State Law Examination
    2026-01-28
  • S65 Uniform Investment Adviser Law Examination
    2024-08-02
Other Names
  • Colby Steinfeld
  • Colby Tanner Steinfeld

View on SEC IAPD

More in Merrimack, NH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor