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Kami Maker

Strategic Advisers LLC

Merrimack, NH

Hillsborough, NH

CRD 7454761

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

Hillsborough, 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
Unemployed Nashua NH 05/2013 07/2017
Nashua Community College Nashua NH 08/2017 06/2019
Moorecenter Services Manchester NH 08/2019 10/2021
Fidelity Investments Merrimack NH 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2013 → 07/2017
    Unemployed
    Nashua, NH
  • 08/2017 → 06/2019
    Nashua Community College
    Nashua, NH
  • 08/2019 → 10/2021
    Moorecenter Services
    Manchester, NH
  • 10/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-19
S63 Uniform Securities Agent State Law Examination 2022-02-07
  • S66 Uniform Combined State Law Examination
    2023-04-19
  • S63 Uniform Securities Agent State Law Examination
    2022-02-07
Other Names
  • Kami Wilbur Adair Maker

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE

Nearby Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH

More in Merrimack, NH

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