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Pressly Mead

Strategic Advisers LLC

Merrimack, NH

Westford, 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 2025-11-07
NH RA APPROVED 2025-10-31
TX RA APPROVED 2025-10-31
  • MA RA
    APPROVED
    Since 2025-11-07
  • NH RA
    APPROVED
    Since 2025-10-31
  • TX RA
    APPROVED
    Since 2025-10-31

Branch Locations

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

Westford, 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
Papa Gino'S Westford MA 06/2019 08/2019
Kimballs Farm Westford MA 08/2019 10/2019
Michael Greco Tampa FL 06/2023 10/2023
Westford Academy Westford MA 10/2019 02/2020
3E Moving And Storage Westford MA 02/2020 06/2023
Doordash Westford MA 09/2022 06/2024
Fidelity Investments Merrimack NH 01/2025 Present
Westford Academy Westford MA 01/2015 06/2019
National Agents Alliance Tampa FL 10/2023 01/2024
Pressly Mead Westford MA 01/2024 01/2025
  • 06/2019 → 08/2019
    Papa Gino'S
    Westford, MA
  • 08/2019 → 10/2019
    Kimballs Farm
    Westford, MA
  • 06/2023 → 10/2023
    Michael Greco
    Tampa, FL
  • 10/2019 → 02/2020
    Westford Academy
    Westford, MA
  • 02/2020 → 06/2023
    3E Moving And Storage
    Westford, MA
  • 09/2022 → 06/2024
    Doordash
    Westford, MA
  • 01/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 01/2015 → 06/2019
    Westford Academy
    Westford, MA
  • 10/2023 → 01/2024
    National Agents Alliance
    Tampa, FL
  • 01/2024 → 01/2025
    Pressly Mead
    Westford, MA
Other Businesses

OBA-121128|OrgNmn:Dominos |Org Addr:Nashua,New Hampsh,US|OBA Nature:Pizza Chain|Invst Rel:N|Title:Delivery Driver|Duties:Deliver pizzas to customers |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-28
S63 Uniform Securities Agent State Law Examination 2025-03-14
  • S66 Uniform Combined State Law Examination
    2025-10-28
  • S63 Uniform Securities Agent State Law Examination
    2025-03-14

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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