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Lisa Doyle

Strategic Advisers LLC

Merrimack, NH

Merrimack, NH

CRD 6164208

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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:

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

Merrimack, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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 12/2017 Present
The Jj Wilbur Company Mont Vernon NH 06/2015 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2017 → Present
    Fidelity Brokerage Services, Llc
    Merrimack, NH
  • 06/2015 → 12/2017
    The Jj Wilbur Company
    Mont Vernon, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-117876|OrgNmn:Maple Gate Farm and Vineyard|Org Addr:Merrimack,New Hampsh,US|OBA Nature:Farming, hay, blueberries, app|Invst Rel:N|Title:sole proprietor |Duties:this is a small farm, picking produce |StrtDt:04-01-25|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-23
S63 Uniform Securities Agent State Law Examination 2018-03-19
  • S66 Uniform Combined State Law Examination
    2019-12-23
  • S63 Uniform Securities Agent State Law Examination
    2018-03-19
Other Names
  • Lisa Ann Doyle
  • Lisa Ann Lastowka
  • Lisa Doyle

View on SEC IAPD

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