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Joshua Weiss

Strategic Advisers LLC

Somerville, MA

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-06-18
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

Somerville, MA • 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
OrganizationCityStateFromTo
Fidelity Investments Merrimack NH 10/2021 Present
Associates In Accounting Plc South Burlington VT 02/2021 08/2021
Splash At The Boathouse Burlington VT 08/2020 11/2020
Als French Frys South Burlington VT 06/2020 07/2020
The Basin Ski Shop Killington VT 06/2019 10/2019
Lui Lui Nashua NH 06/2019 08/2019
Green Streets Hudson NH 06/2018 08/2018
Polo Ralph Lauren Merrimack NH 05/2017 08/2017
University Of Vermont Burlington VT 08/2018 08/2021
Nashua Highschool North Nashua NH 08/2014 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 02/2021 → 08/2021
    Associates In Accounting Plc
    South Burlington, VT
  • 08/2020 → 11/2020
    Splash At The Boathouse
    Burlington, VT
  • 06/2020 → 07/2020
    Als French Frys
    South Burlington, VT
  • 06/2019 → 10/2019
    The Basin Ski Shop
    Killington, VT
  • 06/2019 → 08/2019
    Lui Lui
    Nashua, NH
  • 06/2018 → 08/2018
    Green Streets
    Hudson, NH
  • 05/2017 → 08/2017
    Polo Ralph Lauren
    Merrimack, NH
  • 08/2018 → 08/2021
    University Of Vermont
    Burlington, VT
  • 08/2014 → 06/2018
    Nashua Highschool North
    Nashua, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-20
S63 Uniform Securities Agent State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2023-11-20
  • S63 Uniform Securities Agent State Law Examination
    2022-02-04
Other Names
  • Josh Weiss
  • Joshua Max Weiss

View on SEC IAPD

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