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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

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

Londonderry, 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 Investments Merrimack NH 01/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2006 → 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
    Merrimack, NH
    Londonderry, NH
  • 2008-08-12 → 2018-07-13
    Merrimack, NH
    Merrimack, NH
    Burlington, MA
Other Businesses

OBA-9970|OrgNmn:Rental Income|Org Addr:manchester,New Hampsh,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Property Owner|Duties:Owner of 2 - four family properties, renting all units.|StrtDt:03-10-09|TotHrs/mon:8|TrdHrs/mon:0|OBA-1697|OrgNmn:Black Forest Nursery|Org Addr:Boscawen,New Hampsh,US|OBA Nature:Garden Center|Invst Rel:N|Title:Customer Service Associate|Duties:Assit in selling and maintaining plants|StrtDt:05-01-10|TotHrs/mon:1|TrdHrs/mon:0|OBA-94884|OrgNmn:Lemonade |Org Addr:Hopkinton,New Hampsh,US|OBA Nature:Lemonade stand|Invst Rel:N|Title:Employee|Duties:Make and sell lemonade at Hopkinton state fair|StrtDt:08-01-23|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-11
S63 Uniform Securities Agent State Law Examination 2006-06-09
  • S66 Uniform Combined State Law Examination
    2008-09-11
  • S63 Uniform Securities Agent State Law Examination
    2006-06-09
Other Names
  • David Towle
  • David Robert Towle

View on SEC IAPD

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