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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-02-04
TX RA APPROVED 2026-02-04
  • NH RA
    APPROVED
    Since 2026-02-04
  • TX RA
    APPROVED
    Since 2026-02-04

Branch Locations

Manchester, NH • 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
Social Security Disability Keene NH 03/2017 07/2024
New Hampshire Ball Bearings Peterborough NH 06/2011 03/2017
Fidelity Investments Merrimack NH 08/2024 Present
Southern New Hampshire University Hooksett NH 01/2013 03/2017
Market Basket Swanzey NH 08/2017 09/2017
  • 03/2017 → 07/2024
    Social Security Disability
    Keene, NH
  • 06/2011 → 03/2017
    New Hampshire Ball Bearings
    Peterborough, NH
  • 08/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 01/2013 → 03/2017
    Southern New Hampshire University
    Hooksett, NH
  • 08/2017 → 09/2017
    Market Basket
    Swanzey, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-03
S63 Uniform Securities Agent State Law Examination 2024-10-31
  • S66 Uniform Combined State Law Examination
    2026-02-03
  • S63 Uniform Securities Agent State Law Examination
    2024-10-31

View on SEC IAPD

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