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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-26
NH RA APPROVED 2026-03-17
TX RA APPROVED 2026-03-17
  • MA RA
    APPROVED
    Since 2026-03-26
  • NH RA
    APPROVED
    Since 2026-03-17
  • TX RA
    APPROVED
    Since 2026-03-17

Branch Locations

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

Nashua, 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
Td Ameritrade Burlington MA 01/2019 01/2020
Fidelity Investments Littleton MA 06/2022 10/2025
Fidelity Investments Merrimack NH 01/2020 06/2022
Unemployed Harvard MA 10/2025 01/2026
Fidelity Investments Merrimack NH 02/2026 Present
Fidelity Investments Merrimack NH 06/2014 01/2019
  • 01/2019 → 01/2020
    Td Ameritrade
    Burlington, MA
  • 06/2022 → 10/2025
    Fidelity Investments
    Littleton, MA
  • 01/2020 → 06/2022
    Fidelity Investments
    Merrimack, NH
  • 10/2025 → 01/2026
    Unemployed
    Harvard, MA
  • 02/2026 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2014 → 01/2019
    Fidelity Investments
    Merrimack, NH
Previous Registrations
  • 2025-03-31 → 2025-12-10
    Acton, MA
    Littleton, MA
    Harvard, MA
    Boston, MA
  • 2020-02-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2019-02-06 → 2020-01-31
    Td Ameritrade, Inc.
    Burlington, MA
  • 2019-02-06 → 2020-01-31
    Td Ameritrade Investment Management, Llc
    Burlington, MA
    Burlington, MA
  • 2018-07-13 → 2019-01-11
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2015-03-17 → 2018-07-13
    Merrimack, NH
Other Businesses

OBA-127923|OrgNmn:Twitch|Org Addr:harvard,Massachuse,US|OBA Nature:Content Creator|Invst Rel:N|Title:Independent Contractor|Duties:playing games|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-09
S63 Uniform Securities Agent State Law Examination 2014-07-21
  • S66 Uniform Combined State Law Examination
    2015-03-09
  • S63 Uniform Securities Agent State Law Examination
    2014-07-21

View on SEC IAPD

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