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

Branch Locations

Milford, 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
OrganizationCityStateFromTo
Fidelity Investments Merrimack NH 11/2021 Present
Unemployed New Ipswich NH 07/2021 11/2021
State Street Global Advisors Boston MA 11/2018 07/2021
State Street Global Advisors Boston MA 09/2016 11/2018
State Street Global Advisors Boston MA 10/2008 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2021 → 11/2021
    Unemployed
    New Ipswich, NH
  • 11/2018 → 07/2021
    State Street Global Advisors
    Boston, MA
  • 09/2016 → 11/2018
    State Street Global Advisors
    Boston, MA
  • 10/2008 → 09/2016
    State Street Global Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-122377|OrgNmn:Boy Scouts of America|Org Addr:Milford,New Hampsh,US|OBA Nature:Supporting boys with various p|Invst Rel:N|Title:Adult Leader|Duties:Supporting boys with various planning sessions, activities, field trips, merit badge training, parades and fundraising related to the troop.|StrtDt:09-04-25|TotHrs/mon:60|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-25
  • S66 Uniform Combined State Law Examination
    2022-03-25
Other Names
  • Scott David Norris

View on SEC IAPD

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