Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-02-03
TX RA APPROVED 2026-02-03
  • NH RA
    APPROVED
    Since 2026-02-03
  • TX RA
    APPROVED
    Since 2026-02-03

Branch Locations

Hudson, 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
Jordans Ice Cream Belmont NH 04/2016 11/2021
Leone, Mcdonell, Robert'S Wolfeboro NH 11/2023 05/2024
Fidelity Investments Merrimack NH 01/2025 Present
Clr Movers Belmont NH 05/2023 01/2025
Clr Movers Belmont NH 05/2022 08/2022
Ellevete Sciences South Portland ME 01/2023 06/2023
Belmont High School Belmont NH 08/2015 06/2019
Saint Josephs College Of Maine Standish ME 08/2019 05/2023
Clr Movers Belmont NH 06/2023 11/2023
  • 04/2016 → 11/2021
    Jordans Ice Cream
    Belmont, NH
  • 11/2023 → 05/2024
    Leone, Mcdonell, Robert'S
    Wolfeboro, NH
  • 01/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 05/2023 → 01/2025
    Clr Movers
    Belmont, NH
  • 05/2022 → 08/2022
    Clr Movers
    Belmont, NH
  • 01/2023 → 06/2023
    Ellevete Sciences
    South Portland, ME
  • 08/2015 → 06/2019
    Belmont High School
    Belmont, NH
  • 08/2019 → 05/2023
    Saint Josephs College Of Maine
    Standish, ME
  • 06/2023 → 11/2023
    Clr Movers
    Belmont, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-02
S63 Uniform Securities Agent State Law Examination 2025-05-01
  • S66 Uniform Combined State Law Examination
    2026-02-02
  • S63 Uniform Securities Agent State Law Examination
    2025-05-01

View on SEC IAPD

More in Hudson, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor