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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-02
NH RA APPROVED 2025-08-22
TX RA APPROVED 2025-08-22
  • MA RA
    APPROVED
    Since 2025-09-02
  • NH RA
    APPROVED
    Since 2025-08-22
  • TX RA
    APPROVED
    Since 2025-08-22

Branch Locations

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

Somerville, 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
Unemployed Fairfield CT 03/2023 07/2023
Securitas Shrewsbury MA 05/2021 08/2021
Unemployed Holden MA 09/2021 05/2022
Triumvirate Environmental Somerville MA 07/2023 05/2025
Sally'S Abizza Fairfield CT 12/2022 03/2023
Berkley Accident And Health Marlborough MA 06/2022 08/2022
Unemployed Holden MA 08/2022 11/2022
Unemployed Holden MA 05/2015 05/2021
Fidelity Investments Merrimack NH 06/2025 Present
  • 03/2023 → 07/2023
    Unemployed
    Fairfield, CT
  • 05/2021 → 08/2021
    Securitas
    Shrewsbury, MA
  • 09/2021 → 05/2022
    Unemployed
    Holden, MA
  • 07/2023 → 05/2025
    Triumvirate Environmental
    Somerville, MA
  • 12/2022 → 03/2023
    Sally'S Abizza
    Fairfield, CT
  • 06/2022 → 08/2022
    Berkley Accident And Health
    Marlborough, MA
  • 08/2022 → 11/2022
    Unemployed
    Holden, MA
  • 05/2015 → 05/2021
    Unemployed
    Holden, MA
  • 06/2025 → Present
    Fidelity Investments
    Merrimack, NH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-01
S65 Uniform Investment Adviser Law Examination 2025-02-02
  • S63 Uniform Securities Agent State Law Examination
    2025-08-01
  • S65 Uniform Investment Adviser Law Examination
    2025-02-02
Other Names
  • Liam Downing
  • Liam Joseph Downing

View on SEC IAPD

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