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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

Concord, NH • United States

One Spartan Way, Merrimack, NH 03054-4300 • 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
Swarovski Nashua NH 08/2016 08/2018
Manchester Eye Associates Manchester NH 12/2020 05/2021
St. Mary'S Bank Manchester NH 11/2022 08/2024
Rose Meadow Garden New Boston NH 05/2021 11/2021
Coach Merrimack NH 08/2018 08/2019
Fidelity Investments Merrimack NH 09/2024 Present
Rose Meadow Garden New Boston NH 08/2019 12/2020
Day'S Jewelers Manchester NH 05/2022 11/2022
Zales Manchester NH 11/2021 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 08/2018
    Swarovski
    Nashua, NH
  • 12/2020 → 05/2021
    Manchester Eye Associates
    Manchester, NH
  • 11/2022 → 08/2024
    St. Mary'S Bank
    Manchester, NH
  • 05/2021 → 11/2021
    Rose Meadow Garden
    New Boston, NH
  • 08/2018 → 08/2019
    Coach
    Merrimack, NH
  • 09/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2019 → 12/2020
    Rose Meadow Garden
    New Boston, NH
  • 05/2022 → 11/2022
    Day'S Jewelers
    Manchester, NH
  • 11/2021 → 05/2022
    Zales
    Manchester, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Goffstown, NH
    Merrimack, NH
Other Businesses

OBA-115261|OrgNmn:Notary Public|Org Addr:Goffstown,New Hampsh,US|OBA Nature:I am a Notary Public in the St|Invst Rel:N|Title:Notary Public|Duties:Ability to notarize signatures on documents in the State of New Hampshire.|StrtDt:11-24-25|TotHrs/mon:1|TrdHrs/mon:1|OBA-115858|OrgNmn:Amy's Cozies|Org Addr:Concord,New Hampsh,US|OBA Nature:A small Etsy shop which will s|Invst Rel:N|Title:Etsy Shop Owner|Duties:I will crochet small items during my free time and list them for sale on Etsy, then ship them to their respective buyers. Alternatively, I wil|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-03
  • S66 Uniform Combined State Law Examination
    2025-01-03
Other Names
  • Amy E Katz
  • Amy Katz

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