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Slater Waldron Sullivan

Strategic Advisers LLC

Merrimack, NH

Salisbury, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-16
NH RA APPROVED 2026-04-08
TX RA APPROVED 2026-04-08
  • MA RA
    APPROVED
    Since 2026-04-16
  • NH RA
    APPROVED
    Since 2026-04-08
  • TX RA
    APPROVED
    Since 2026-04-08

Branch Locations

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

Salisbury, MA • 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
Frameforge Storyboard Studio San Diego CA 02/2021 11/2021
Unemployment Ipswich MA 04/2020 02/2021
The Gersh Agency Beverly Hills CA 02/2020 04/2020
Scott Free Productions West Hollywood CA 01/2019 01/2020
Ridley Scott Associates West Hollywood CA 08/2018 01/2019
Timeout New York New York NY 01/2018 01/2018
Colby College Waterville ME 08/2014 06/2018
Blue Marlin Grille Essex MA 06/2017 08/2017
Fidelity Investments Merrimack NH 11/2021 Present
  • 02/2021 → 11/2021
    Frameforge Storyboard Studio
    San Diego, CA
  • 04/2020 → 02/2021
    Unemployment
    Ipswich, MA
  • 02/2020 → 04/2020
    The Gersh Agency
    Beverly Hills, CA
  • 01/2019 → 01/2020
    Scott Free Productions
    West Hollywood, CA
  • 08/2018 → 01/2019
    Ridley Scott Associates
    West Hollywood, CA
  • 01/2018 → 01/2018
    Timeout New York
    New York, NY
  • 08/2014 → 06/2018
    Colby College
    Waterville, ME
  • 06/2017 → 08/2017
    Blue Marlin Grille
    Essex, MA
  • 11/2021 → Present
    Fidelity Investments
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-27
S63 Uniform Securities Agent State Law Examination 2022-04-12
  • S66 Uniform Combined State Law Examination
    2026-03-27
  • S63 Uniform Securities Agent State Law Examination
    2022-04-12
Other Names
  • Slater Waldron Sullivan
  • Slater Sullivan

View on SEC IAPD

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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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