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Caroline B. Poser

Strategic Advisers LLC

Groton, 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 2026-03-19
NH RA APPROVED 2026-03-13
TX RA APPROVED 2026-03-13
  • MA RA
    APPROVED
    Since 2026-03-19
  • NH RA
    APPROVED
    Since 2026-03-13
  • TX RA
    APPROVED
    Since 2026-03-13

Branch Locations

Groton, 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
Self Employed Groton MA 12/2014 10/2025
Porter Consulting D/B/A Zehnkinder Technology Corporation Los Altos CA 10/2022 10/2025
Fidelity Investments Merrimack NH 11/2025 Present
The American Baptist Churches Groton MA 11/2023 08/2024
Sdi International Corp Williamsville NY 04/2014 10/2022
  • 12/2014 → 10/2025
    Self Employed
    Groton, MA
  • 10/2022 → 10/2025
    Porter Consulting D/B/A Zehnkinder Technology Corporation
    Los Altos, CA
  • 11/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 11/2023 → 08/2024
    The American Baptist Churches
    Groton, MA
  • 04/2014 → 10/2022
    Sdi International Corp
    Williamsville, NY
Other Businesses

OBA-125986|OrgNmn:Caroline Poser, Author, Columnist, Blogger|Org Addr:Groton,Massachuse,US|OBA Nature:Ad hoc personal writing. This |Invst Rel:N|Title:Author, Columnist, Blogger |Duties:There are no obligations. On Amazon, I collect royalties for books that were already published. On Medium, I post on an ad hoc basis., and wil|StrtDt:01-01-02|TotHrs/mon:5|TrdHrs/mon:0|OBA-126083|OrgNmn:Next To Godliness Handcrafted|Org Addr:Groton,Massachuse,US|OBA Nature:Homemade glycerin soap|Invst Rel:N|Title:Crafter / Soap Maker|Duties:It's voluntary. There are no obligations.|StrtDt:12-01-05|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-06
  • S66 Uniform Combined State Law Examination
    2026-03-06
Other Names
  • Caroline Poser

View on SEC IAPD

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