Best Investors Account Sign in

Shant Der Stepanian

Strategic Advisers LLC

Merrimack, NH

Belmont, MA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-19
NH RA APPROVED 2026-05-15
TX RA APPROVED 2026-05-15
  • MA RA
    APPROVED
    Since 2026-05-19
  • NH RA
    APPROVED
    Since 2026-05-15
  • TX RA
    APPROVED
    Since 2026-05-15

Branch Locations

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

Belmont, 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 Belmont MA 08/2019 07/2021
Bellmont Cafe Belmont MA 02/2017 06/2017
U.S. Navy Reserves Quincy MA 07/2025 Present
Unemployed Belmont MA 01/2016 02/2017
U.S Navy Bremerton WA 07/2021 07/2025
Belmont Tennis Club Belmont MA 06/2019 08/2019
Fidelity Investments Merrimack NH 01/2026 Present
Unemployed Belmont MA 06/2017 06/2019
  • 08/2019 → 07/2021
    Unemployed
    Belmont, MA
  • 02/2017 → 06/2017
    Bellmont Cafe
    Belmont, MA
  • 07/2025 → Present
    U.S. Navy Reserves
    Quincy, MA
  • 01/2016 → 02/2017
    Unemployed
    Belmont, MA
  • 07/2021 → 07/2025
    U.S Navy
    Bremerton, WA
  • 06/2019 → 08/2019
    Belmont Tennis Club
    Belmont, MA
  • 01/2026 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2017 → 06/2019
    Unemployed
    Belmont, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-06
  • S66 Uniform Combined State Law Examination
    2026-05-06
Other Names
  • Shant Der Stepanian
  • Shant Der-Stepanian

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