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Robbie Mckenna

Strategic Advisers LLC

Merrimack, NH

Nashua, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • ME RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Nashua, 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 Merrimack NH 11/2005 04/2023
Fidelity Personal And Workplace Advisors Boston MA 07/2018 04/2023
Fidelity Investments Merrimack NH 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2005 → 04/2023
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 07/2018 → 04/2023
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 05/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Nashua, NH
    Merrimack, NH
  • 2018-07-13 → 2023-04-12
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2007-08-24 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-22
S63 Uniform Securities Agent State Law Examination 2006-03-21
  • S66 Uniform Combined State Law Examination
    2007-06-22
  • S63 Uniform Securities Agent State Law Examination
    2006-03-21
Designations
Other Names
  • Robbie M Mckenna
  • Robbie Mckenna
  • Robbie Marc Mckenna

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

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