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 2025-07-03
NH RA APPROVED 2025-06-25
TX RA APPROVED 2025-06-25
  • MA RA
    APPROVED
    Since 2025-07-03
  • NH RA
    APPROVED
    Since 2025-06-25
  • TX RA
    APPROVED
    Since 2025-06-25

Branch Locations

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

Leominster, 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
T-Mobile Leominster MA 02/2014 02/2025
Fidelity Investments Merrimack NH 02/2025 Present
  • 02/2014 → 02/2025
    T-Mobile
    Leominster, MA
  • 02/2025 → Present
    Fidelity Investments
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-10
  • S66 Uniform Combined State Law Examination
    2025-06-10

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