Mark Robert Gagnon

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → 08/2018
  Granite State Retirement Planning, Inc.
  Bedford, NH
• 11/2008 → 08/2018
  Triad Advisors, Inc
  Norcross, GA
• 11/2018 → Present
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-12-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2007-04-25 → 2018-07-24
  Granite State Retirement Planning, Inc.
  Bedford, NH
• 2007-12-12 → 2008-11-21
  Osaic Services, Inc.
  Phoenix, AZ
  Bedford, NH
• 2005-07-19 → 2007-05-21
  Maximum Retirement, Inc.
  Bedford, NH
• 2002-02-28 → 2005-05-02
  Strategic Advisers Llc
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2002-01-25
• S63 Uniform Securities Agent State Law Examination
  1998-10-26

Designations

• Certified Financial Planner

Other Names

• Mark Robert Gagnon
• Mark Gagnon