Best Investors Account Sign in

William Sean Flaherty

Strategic Advisers LLC

Merrimack, NH

Reading, MA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-10
NH RA APPROVED 2026-04-01
TX RA APPROVED 2026-04-01
  • MA RA
    APPROVED
    Since 2026-04-10
  • NH RA
    APPROVED
    Since 2026-04-01
  • TX RA
    APPROVED
    Since 2026-04-01

Branch Locations

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

Reading, 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
Ymca Greater Boston Boxford MA 06/2024 08/2024
Fidelity Investments Merrimack NH 01/2026 Present
Reading Little League Reading MA 03/2015 09/2019
High School Reading MA 09/2018 05/2022
Amherst College Amherst MA 09/2024 12/2025
Salem Country Club Peabody MA 08/2020 08/2025
Fidelity Investments Boston MA 06/2025 08/2025
College Amherst MA 08/2022 12/2025
Reading Cooperative Bank Wilmington MA 12/2021 06/2024
Reading Public Schools Reading MA 12/2024 01/2026
  • 06/2024 → 08/2024
    Ymca Greater Boston
    Boxford, MA
  • 01/2026 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2015 → 09/2019
    Reading Little League
    Reading, MA
  • 09/2018 → 05/2022
    High School
    Reading, MA
  • 09/2024 → 12/2025
    Amherst College
    Amherst, MA
  • 08/2020 → 08/2025
    Salem Country Club
    Peabody, MA
  • 06/2025 → 08/2025
    Fidelity Investments
    Boston, MA
  • 08/2022 → 12/2025
    College
    Amherst, MA
  • 12/2021 → 06/2024
    Reading Cooperative Bank
    Wilmington, MA
  • 12/2024 → 01/2026
    Reading Public Schools
    Reading, MA
Other Businesses

OBA-129486|OrgNmn:Essex County Club|Org Addr:Manchester,Massachuse,US|OBA Nature:Golf Service|Invst Rel:N|Title:Independent Contractor|Duties:On weekends I will try to get loops at the course, and I will carry bags for members for compensation. |StrtDt:04-24-26|TotHrs/mon:32|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-13
  • S66 Uniform Combined State Law Examination
    2025-08-13
Other Names
  • Will Flaherty
  • William Flaherty

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