Best Investors Account Sign in

James D. Anderson

Strategic Advisers LLC

Derry, NH

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

Derry, 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
Inland Securities Corp Marietta GA 02/2008 10/2016
Concorde Investment Services, Llc Livonia MI 10/2016 02/2017
Preferred Capital Securities, Llc Atlanta GA 02/2017 09/2018
Quasar Distributors, Llc Milwaukee WI 03/2019 12/2019
Vident Financial Alpharetta GA 03/2019 09/2020
Unemployed Duxbury GA 09/2018 02/2019
Alps Distributors, Inc Denver CO 01/2020 09/2020
Fidelity Investments Merrimack NH 11/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2008 → 10/2016
    Inland Securities Corp
    Marietta, GA
  • 10/2016 → 02/2017
    Concorde Investment Services, Llc
    Livonia, MI
  • 02/2017 → 09/2018
    Preferred Capital Securities, Llc
    Atlanta, GA
  • 03/2019 → 12/2019
    Quasar Distributors, Llc
    Milwaukee, WI
  • 03/2019 → 09/2020
    Vident Financial
    Alpharetta, GA
  • 09/2018 → 02/2019
    Unemployed
    Duxbury, GA
  • 01/2020 → 09/2020
    Alps Distributors, Inc
    Denver, CO
  • 11/2020 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Derry, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-23
S63 Uniform Securities Agent State Law Examination 2010-08-06
  • S66 Uniform Combined State Law Examination
    2021-02-23
  • S63 Uniform Securities Agent State Law Examination
    2010-08-06
Other Names
  • Kimo Anderson
  • James Dayton Anderson
  • James Dayton Anderson
  • James Dayton Anderson

View on SEC IAPD

More in Derry, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor