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James Toupin

Strategic Advisers LLC

Merrimack, NH

Burlington, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Merrimack, NH • United States

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • 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 Burlington MA 03/2015 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → Present
    Fidelity Brokerage Services Llc
    Burlington, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-03-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burlington, MA
  • 2014-10-20 → 2015-12-22
    Mcadam Llc
    Boston, MA
    Radnor, PA
  • 2014-03-25 → 2014-10-03
    Voya Financial Advisors, Inc.
    Boston, MA
    Philadelphia, PA
Other Businesses

OBA-122756|OrgNmn:Toupin Hauling & Junk Removal|Org Addr:Merrimack,New Hampsh,US|OBA Nature:Hauling/Moving|Invst Rel:N|Title:Sole Proprietor|Duties:moving and hauling|StrtDt:09-09-25|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-05
S65 Uniform Investment Adviser Law Examination 2014-01-30
S63 Uniform Securities Agent State Law Examination 2013-11-14
  • S66 Uniform Combined State Law Examination
    2019-03-05
  • S65 Uniform Investment Adviser Law Examination
    2014-01-30
  • S63 Uniform Securities Agent State Law Examination
    2013-11-14
Other Names
  • James Richard Toupin

View on SEC IAPD

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