Best Investors Account Sign in

Stefen Mee

Strategic Advisers LLC

Merrimack, NH

Providence, RI

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-08-28
TX RA APPROVED 2025-11-24
  • RI RA
    APPROVED
    Since 2026-08-28
  • TX RA
    APPROVED
    Since 2025-11-24

Branch Locations

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

Providence, RI • 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
Barnstable Intermediate School Hyannis MA 05/2015 09/2016
Ethel Kennedy Hyannis Port MA 06/2018 09/2018
Ethel Kennedy Hyannis Port MA 06/2017 09/2017
Oyster Harbors Club Osterville MA 05/2022 08/2022
Barnstable High School Hyannis MA 09/2016 06/2021
Oyster Harbors Club Osterville MA 06/2023 08/2023
Cape Cod Five Cents Savings Bank Hyannis MA 05/2024 08/2024
Oyster Harbors Club Osterville MA 06/2025 07/2025
Milestone Financial Planning Bedford NH 02/2025 04/2025
Atlantis Sports Club & Spa Hyannis MA 06/2021 08/2021
Fidelity Investments Merrimack NH 07/2025 Present
Bentley University Waltham MA 06/2021 06/2025
Oyster Harbors Club Osterville MA 05/2021 08/2021
Oyster Harbors Club Osterville MA 07/2024 08/2024
Demelo Brothers Marstons Mills MA 06/2019 08/2019
Doordash Centerville MA 12/2024 02/2025
  • 05/2015 → 09/2016
    Barnstable Intermediate School
    Hyannis, MA
  • 06/2018 → 09/2018
    Ethel Kennedy
    Hyannis Port, MA
  • 06/2017 → 09/2017
    Ethel Kennedy
    Hyannis Port, MA
  • 05/2022 → 08/2022
    Oyster Harbors Club
    Osterville, MA
  • 09/2016 → 06/2021
    Barnstable High School
    Hyannis, MA
  • 06/2023 → 08/2023
    Oyster Harbors Club
    Osterville, MA
  • 05/2024 → 08/2024
    Cape Cod Five Cents Savings Bank
    Hyannis, MA
  • 06/2025 → 07/2025
    Oyster Harbors Club
    Osterville, MA
  • 02/2025 → 04/2025
    Milestone Financial Planning
    Bedford, NH
  • 06/2021 → 08/2021
    Atlantis Sports Club & Spa
    Hyannis, MA
  • 07/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2021 → 06/2025
    Bentley University
    Waltham, MA
  • 05/2021 → 08/2021
    Oyster Harbors Club
    Osterville, MA
  • 07/2024 → 08/2024
    Oyster Harbors Club
    Osterville, MA
  • 06/2019 → 08/2019
    Demelo Brothers
    Marstons Mills, MA
  • 12/2024 → 02/2025
    Doordash
    Centerville, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-12
  • S66 Uniform Combined State Law Examination
    2025-11-12

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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor