Amanda Mara

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-06-18
NH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MA RA
APPROVED

Since 2025-06-18
NH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Bedford, 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

Organization	City	State	From	To
Putnam Retail Management	Boston	MA	01/2014	04/2017
Charles Schwab & Co, Inc	Manchester	NH	04/2017	04/2021
Charles Schwab Bank	Manchester	NH	04/2017	04/2021
Fidelity Investments	Merrimack	NH	04/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2014 → 04/2017

Putnam Retail Management

Boston, MA
04/2017 → 04/2021

Charles Schwab & Co, Inc

Manchester, NH
04/2017 → 04/2021

Charles Schwab Bank

Manchester, NH
04/2021 → Present

Fidelity Investments

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-08-02 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-25
S63	Uniform Securities Agent State Law Examination	2017-06-28

S66 Uniform Combined State Law Examination

2022-07-25
S63 Uniform Securities Agent State Law Examination

2017-06-28

Other Names

Amanda Kathryn Rix
Amanda Kathryn Mara
Amanda Kathryn Mara

View on SEC IAPD

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