Stephen Harris Coolidge

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Epping, 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

Organization	City	State	From	To
Fidelity Investments	Merrimack	NH	04/2000	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2000 → Present

Fidelity Investments

Merrimack, NH
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Epping, NH

Towson, MD
2008-09-11 → 2018-07-13

Strategic Advisers Llc

Merrimack, NH

Portland, ME

Merrimack, NH

Merrimack, NH

Portland, ME

Merrimack, NH

Other Businesses

OBA-64332|OrgNmn:CrossFit Epping|Org Addr:Epping,New Hampsh,US|OBA Nature:CrossFit Coach|Invst Rel:N|Title:Employee|Duties:Lead 2-3 classes per week (approx 4 hours)|StrtDt:11-15-21|TotHrs/mon:16|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-05-10
S63	Uniform Securities Agent State Law Examination	2007-01-05

S66 Uniform Combined State Law Examination

2007-05-10
S63 Uniform Securities Agent State Law Examination

2007-01-05

View on SEC IAPD

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