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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

Manchester, 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
Credit Collection Services Salem NH 06/2020 03/2021
Clifrock Raymond NH 06/2017 03/2018
Beato Auto Sales Derry NH 05/2021 01/2022
Unemployed -Manchester NH 03/2021 05/2021
Mercedes Of Manchester (Group1 Auto) Manchester NH 02/2022 01/2023
Autofair Honda Manchester NH 04/2019 03/2020
Mobility Works Londonderry NH 05/2023 07/2023
Unemployed Manchester NH 01/2022 02/2022
Fidelity Investments Merrimack NH 08/2024 Present
Blue Green Vacations Hooksett NH 01/2017 06/2017
Johnson Applied Solutions/Amazon Manchester NH 03/2020 06/2020
Emerson Ecologics Manchester NH 05/2016 01/2017
Merchants Auto Hooksett NH 07/2023 07/2024
Keene State College Keene NH 09/2012 12/2016
Ira Toyota Of Manchester (Group1 Auto) Manchester NH 01/2023 05/2023
Leslie'S Pool Supplies Manchester NH 03/2018 04/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 03/2021
    Credit Collection Services
    Salem, NH
  • 06/2017 → 03/2018
    Clifrock
    Raymond, NH
  • 05/2021 → 01/2022
    Beato Auto Sales
    Derry, NH
  • 03/2021 → 05/2021
    Unemployed
    -Manchester, NH
  • 02/2022 → 01/2023
    Mercedes Of Manchester (Group1 Auto)
    Manchester, NH
  • 04/2019 → 03/2020
    Autofair Honda
    Manchester, NH
  • 05/2023 → 07/2023
    Mobility Works
    Londonderry, NH
  • 01/2022 → 02/2022
    Unemployed
    Manchester, NH
  • 08/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 01/2017 → 06/2017
    Blue Green Vacations
    Hooksett, NH
  • 03/2020 → 06/2020
    Johnson Applied Solutions/Amazon
    Manchester, NH
  • 05/2016 → 01/2017
    Emerson Ecologics
    Manchester, NH
  • 07/2023 → 07/2024
    Merchants Auto
    Hooksett, NH
  • 09/2012 → 12/2016
    Keene State College
    Keene, NH
  • 01/2023 → 05/2023
    Ira Toyota Of Manchester (Group1 Auto)
    Manchester, NH
  • 03/2018 → 04/2019
    Leslie'S Pool Supplies
    Manchester, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Manchester, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
  • S66 Uniform Combined State Law Examination
    2024-11-07

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