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Valeria Pankey

Strategic Advisers LLC

Merrimack, NH

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-28
NH RA APPROVED 2026-05-19
TX RA APPROVED 2026-05-19
  • MA RA
    APPROVED
    Since 2026-05-28
  • NH RA
    APPROVED
    Since 2026-05-19
  • TX RA
    APPROVED
    Since 2026-05-19

Branch Locations

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

Boston, 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
Lemon & Thyme Tallahassee FL 05/2024 10/2024
Fidelity Investments Merrimack NH 01/2026 Present
Unemployed Lakewood Ranch FL 08/2008 11/2021
Roessel Joy Boston MA 09/2025 12/2025
Florida State Unive Tallahassee FL 08/2021 05/2025
Lululemon Athletica Sarasota FL 12/2021 12/2024
Alo Yoga Sarasota FL 06/2025 08/2025
  • 05/2024 → 10/2024
    Lemon & Thyme
    Tallahassee, FL
  • 01/2026 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2008 → 11/2021
    Unemployed
    Lakewood Ranch, FL
  • 09/2025 → 12/2025
    Roessel Joy
    Boston, MA
  • 08/2021 → 05/2025
    Florida State Unive
    Tallahassee, FL
  • 12/2021 → 12/2024
    Lululemon Athletica
    Sarasota, FL
  • 06/2025 → 08/2025
    Alo Yoga
    Sarasota, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-11
  • S66 Uniform Combined State Law Examination
    2026-05-11

View on SEC IAPD

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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

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