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Rajmond Pernokaj

Strategic Advisers LLC

Merrimack, NH

Hollis, NH

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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_RES 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

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

Hollis, 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
Northwestern Mutual Investment Services, Llc San Diego CA 02/2016 06/2017
Northwestern Mutual Investment Services, Llc Boston MA 06/2017 10/2018
Citizens Securities Inc. Swampscott MA 03/2019 09/2022
Citizens Bank Swampscott MA 03/2019 09/2022
Unemployed Beverly MA 11/2018 02/2019
Fidelity Investments Merrimac NH 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 06/2017
    Northwestern Mutual Investment Services, Llc
    San Diego, CA
  • 06/2017 → 10/2018
    Northwestern Mutual Investment Services, Llc
    Boston, MA
  • 03/2019 → 09/2022
    Citizens Securities Inc.
    Swampscott, MA
  • 03/2019 → 09/2022
    Citizens Bank
    Swampscott, MA
  • 11/2018 → 02/2019
    Unemployed
    Beverly, MA
  • 09/2022 → Present
    Fidelity Investments
    Merrimac, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2019-05-01 → 2022-09-22
    Citizens Securities, Inc.
    Swampscott, MA
    Canton, MA
    Boston, MA
    Woburn, MA
    Arlington, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-30
S63 Uniform Securities Agent State Law Examination 2016-01-13
  • S65 Uniform Investment Adviser Law Examination
    2019-04-30
  • S63 Uniform Securities Agent State Law Examination
    2016-01-13
Other Names
  • Rajmond Pernokaj
  • Ray Pernokaj

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

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