Tristan Bedinger

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-09-30
NH	RA	APPROVED	2025-09-17
TX	RA	APPROVED	2025-09-17

MA RA
APPROVED

Since 2025-09-30
NH RA
APPROVED

Since 2025-09-17
TX RA
APPROVED

Since 2025-09-17

Branch Locations

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

Worcester, 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

Organization	City	State	From	To
Fidelity Investments	Merrimack	NH	05/2025	Present
Mba Mortgage Co.	Quincy	MA	06/2019	05/2025
Movement Mortgage	Worcester	MA	06/2018	06/2019
Mba Mortgage Co.	Quincy	MA	06/2022	05/2025
Athol Credit Union	Athol	MA	06/2016	05/2018

05/2025 → Present

Fidelity Investments

Merrimack, NH
06/2019 → 05/2025

Mba Mortgage Co.

Quincy, MA
06/2018 → 06/2019

Movement Mortgage

Worcester, MA
06/2022 → 05/2025

Mba Mortgage Co.

Quincy, MA
06/2016 → 05/2018

Athol Credit Union

Athol, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-05

S66 Uniform Combined State Law Examination

2025-09-05

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

STEPHEN A LUNGO

DENNIS CIPRIANO

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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