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Andrew Thompson

Strategic Advisers LLC

Boston, MA

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-16
NH RA APPROVED 2026-03-06
TX RA APPROVED 2026-03-06
  • MA RA
    APPROVED
    Since 2026-03-16
  • NH RA
    APPROVED
    Since 2026-03-06
  • TX RA
    APPROVED
    Since 2026-03-06

Branch Locations

Boston, MA • 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
Exeter High School Exeter NH 08/2015 06/2019
Bank Of New York Everett MA 08/2023 02/2025
Timanous Foundation Raymond ME 06/2023 08/2023
Timanous Foundation Raymond ME 06/2018 08/2018
Timanous Foundation Raymond ME 06/2017 08/2017
High Point University High Point NC 08/2019 05/2023
Tannin Corp Peabody MA 03/2020 07/2020
Bank Of New York Orlando FL 06/2022 08/2022
Phillips Exeter Academy Exeter NH 10/2017 12/2020
Fidelity Investments Merrimack NH 02/2025 Present
Timanous Foundation Raymond ME 06/2021 08/2021
Timanous Foundation Raymond ME 06/2019 08/2019
  • 08/2015 → 06/2019
    Exeter High School
    Exeter, NH
  • 08/2023 → 02/2025
    Bank Of New York
    Everett, MA
  • 06/2023 → 08/2023
    Timanous Foundation
    Raymond, ME
  • 06/2018 → 08/2018
    Timanous Foundation
    Raymond, ME
  • 06/2017 → 08/2017
    Timanous Foundation
    Raymond, ME
  • 08/2019 → 05/2023
    High Point University
    High Point, NC
  • 03/2020 → 07/2020
    Tannin Corp
    Peabody, MA
  • 06/2022 → 08/2022
    Bank Of New York
    Orlando, FL
  • 10/2017 → 12/2020
    Phillips Exeter Academy
    Exeter, NH
  • 02/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2021 → 08/2021
    Timanous Foundation
    Raymond, ME
  • 06/2019 → 08/2019
    Timanous Foundation
    Raymond, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-05
S63 Uniform Securities Agent State Law Examination 2025-05-01
  • S66 Uniform Combined State Law Examination
    2026-03-05
  • S63 Uniform Securities Agent State Law Examination
    2025-05-01

View on SEC IAPD

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