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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-19
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2026-02-19
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States

Amherst, NH • 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
Fidelity Brokerage Services Llc Boston MA 03/2020 Present
Fidelity Investments, Llc Boston MA 04/1998 03/2020
Fidelity Investments, Llc Boston MA 06/2005 04/2018
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → Present
    Fidelity Brokerage Services Llc
    Boston, MA
  • 04/1998 → 03/2020
    Fidelity Investments, Llc
    Boston, MA
  • 06/2005 → 04/2018
    Fidelity Investments, Llc
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Nashua, NH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-07-23
S65 Uniform Investment Adviser Law Examination 1995-01-30
  • S63 Uniform Securities Agent State Law Examination
    2020-07-23
  • S65 Uniform Investment Adviser Law Examination
    1995-01-30
Designations
Other Names
  • Michael Joseph Doherty
  • Michael Doherty

View on SEC IAPD

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