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Andres Lopez

Strategic Advisers LLC

Merrimack, NH

Haverhill, MA

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-11
NH RA APPROVED 2026-05-01
TX RA APPROVED 2026-05-01
  • MA RA
    APPROVED
    Since 2026-05-11
  • NH RA
    APPROVED
    Since 2026-05-01
  • TX RA
    APPROVED
    Since 2026-05-01

Branch Locations

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

Haverhill, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Barton Associates Peabody MA 02/2024 06/2025
Hollister Co Salem NH 07/2023 10/2023
Unemployed Haverhill MA 09/2022 09/2022
Cvs Pharmacy Haverhill MA 06/2022 08/2022
Unemployed Haverhill MA 01/2019 09/2019
Santander Bank Burlington MA 08/2025 10/2025
Haverhill Bank Haverhill MA 10/2019 08/2021
Hughes Entertainment Inc North Andover MA 01/2018 12/2018
Unemployed Haverhill MA 01/2015 12/2017
J. Crew Salem NH 06/2023 08/2023
Intricate Llc Haverhill MA 10/2022 10/2025
Unemployed Haverhill MA 09/2021 05/2022
Uno Pizzeria & Grill Haverhill MA 06/2018 06/2018
Fidelity Investments Merrimack NH 10/2025 Present
  • 02/2024 → 06/2025
    Barton Associates
    Peabody, MA
  • 07/2023 → 10/2023
    Hollister Co
    Salem, NH
  • 09/2022 → 09/2022
    Unemployed
    Haverhill, MA
  • 06/2022 → 08/2022
    Cvs Pharmacy
    Haverhill, MA
  • 01/2019 → 09/2019
    Unemployed
    Haverhill, MA
  • 08/2025 → 10/2025
    Santander Bank
    Burlington, MA
  • 10/2019 → 08/2021
    Haverhill Bank
    Haverhill, MA
  • 01/2018 → 12/2018
    Hughes Entertainment Inc
    North Andover, MA
  • 01/2015 → 12/2017
    Unemployed
    Haverhill, MA
  • 06/2023 → 08/2023
    J. Crew
    Salem, NH
  • 10/2022 → 10/2025
    Intricate Llc
    Haverhill, MA
  • 09/2021 → 05/2022
    Unemployed
    Haverhill, MA
  • 06/2018 → 06/2018
    Uno Pizzeria & Grill
    Haverhill, MA
  • 10/2025 → Present
    Fidelity Investments
    Merrimack, NH
Other Businesses

OBA-124569|OrgNmn:Intricate LLC|Org Addr:Haverhill,Massachuse,US|OBA Nature:Clothing Company|Invst Rel:N|Title:Partner|Duties:I am the owner and founder of the brand. I handle oversee all of the operations from product design, marketing, sales Etc|StrtDt:10-03-22|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-03
  • S66 Uniform Combined State Law Examination
    2026-04-03

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

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