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Marc Charles

Strategic Advisers LLC

Merrimack, NH

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-06-29
TX RA APPROVED 2026-06-29
  • NH RA
    APPROVED
    Since 2026-06-29
  • TX RA
    APPROVED
    Since 2026-06-29

Branch Locations

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

Merrimack, NH • 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
Comcast Business Manchester NH 09/2018 05/2025
Fidelity Investments Merrimack NH 05/2025 Present
Mattress Firm Houston TX 09/2015 09/2018
  • 09/2018 → 05/2025
    Comcast Business
    Manchester, NH
  • 05/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2015 → 09/2018
    Mattress Firm
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-26
S63 Uniform Securities Agent State Law Examination 2025-08-18
  • S66 Uniform Combined State Law Examination
    2026-06-26
  • S63 Uniform Securities Agent State Law Examination
    2025-08-18

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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