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Joseph Michael Fagan

Strategic Advisers LLC

Merrimack, NH

Rowley, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-24
NH RA APPROVED 2026-02-20
TX RA APPROVED 2026-02-20
  • MA RA
    APPROVED
    Since 2026-02-24
  • NH RA
    APPROVED
    Since 2026-02-20
  • TX RA
    APPROVED
    Since 2026-02-20

Branch Locations

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

Rowley, 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
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2025 09/2025
Enterprise Rent A Car Burlington MA 06/2008 05/2020
Unemployed Beverly MA 12/2021 01/2022
Unemployed Beverly MA 11/2024 12/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2025 09/2025
Northwestern Mutual Investment Services Llc Middleton MA 01/2025 09/2025
Fidelity Investments Merrimack NH 11/2025 Present
Unemployed Beverly MA 05/2020 10/2020
Unemployed Beverly MA 09/2025 10/2025
Paychex North Reading MA 10/2020 12/2021
Coworx Staffing Services Danvers MA 01/2022 11/2024
  • 01/2025 → 09/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2008 → 05/2020
    Enterprise Rent A Car
    Burlington, MA
  • 12/2021 → 01/2022
    Unemployed
    Beverly, MA
  • 11/2024 → 12/2024
    Unemployed
    Beverly, MA
  • 01/2025 → 09/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2025 → 09/2025
    Northwestern Mutual Investment Services Llc
    Middleton, MA
  • 11/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 05/2020 → 10/2020
    Unemployed
    Beverly, MA
  • 09/2025 → 10/2025
    Unemployed
    Beverly, MA
  • 10/2020 → 12/2021
    Paychex
    North Reading, MA
  • 01/2022 → 11/2024
    Coworx Staffing Services
    Danvers, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-12
S63 Uniform Securities Agent State Law Examination 2025-06-09
  • S66 Uniform Combined State Law Examination
    2026-02-12
  • S63 Uniform Securities Agent State Law Examination
    2025-06-09
Other Names
  • Joseph Michael Fagan
  • Joseph Michael Fagan
  • Joseph Fagan

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

More in Merrimack, NH

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