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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-14
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-04-14
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31

Branch Locations

225 Daniel Webster Hwy, Nashua, NH 03060-5536 • 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
The Bike Barn Manchester NH 05/2019 07/2024
Walmart Concord NH 01/2023 12/2023
K-12 Schooling Bow NH 05/2014 05/2020
Stonehill College North Easton MA 08/2022 05/2024
Valpey Financial Services Llc Concord NH 09/2019 12/2019
Stonehill College North Easton MA 08/2020 05/2024
Fidelity Investments Nashua NH 08/2024 Present
New Hampshire Mutual Bancorp Concord NH 05/2022 08/2022
Hologic Inc. Marlborough MA 05/2023 08/2023
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 07/2024
    The Bike Barn
    Manchester, NH
  • 01/2023 → 12/2023
    Walmart
    Concord, NH
  • 05/2014 → 05/2020
    K-12 Schooling
    Bow, NH
  • 08/2022 → 05/2024
    Stonehill College
    North Easton, MA
  • 09/2019 → 12/2019
    Valpey Financial Services Llc
    Concord, NH
  • 08/2020 → 05/2024
    Stonehill College
    North Easton, MA
  • 08/2024 → Present
    Fidelity Investments
    Nashua, NH
  • 05/2022 → 08/2022
    New Hampshire Mutual Bancorp
    Concord, NH
  • 05/2023 → 08/2023
    Hologic Inc.
    Marlborough, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Newton, MA
    Nashua, NH
Other Businesses

OBA-112437|OrgNmn:The Bike Barn |Org Addr:Manchester,New Hampsh,US|OBA Nature:A retail bicycle shop selling |Invst Rel:N|Title:Assistant Manager for Sales and S|Duties:-Assisting customers - Bicycle service - Bicycle sales -Bicycle accesory sales -Inventory ordering |StrtDt:05-31-19|TotHrs/mon:18|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-18
  • S66 Uniform Combined State Law Examination
    2024-12-18
Other Names
  • Colin J Lessard
  • Colin Lessard

View on SEC IAPD

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