Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Methuen, 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
Fidelity Brokerage Services Llc Merrimack NH 01/2008 12/2023
Unemployed Methuen MA 02/2010 11/2023
Fidelity Investments Merrimack NH 12/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2008 → 12/2023
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 02/2010 → 11/2023
    Unemployed
    Methuen, MA
  • 12/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-03
S63 Uniform Securities Agent State Law Examination 2005-09-09
  • S66 Uniform Combined State Law Examination
    2024-05-03
  • S63 Uniform Securities Agent State Law Examination
    2005-09-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Merrimack, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor