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Mary Lambert

Strategic Advisers LLC

Merrimack, NH

Haverhill, 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 2026-02-08
NH RA APPROVED 2026-01-27
TX RA APPROVED 2026-01-27
  • MA RA
    APPROVED
    Since 2026-02-08
  • NH RA
    APPROVED
    Since 2026-01-27
  • TX RA
    APPROVED
    Since 2026-01-27

Branch Locations

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

Haverhill, 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
Cervello Inc Boston MA 07/2022 08/2025
Fidelity Investments Merrimack NH 08/2025 Present
Arcadia Financial Group Llc Manchester NH 08/2020 11/2020
Granite Fields Golf Club Kingston NH 04/2015 05/2022
Unemployed Plaistow NH 05/2022 07/2022
Bentley University Waltham MA 08/2022 05/2025
Saint Anselm College Manchester NH 08/2017 05/2021
  • 07/2022 → 08/2025
    Cervello Inc
    Boston, MA
  • 08/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2020 → 11/2020
    Arcadia Financial Group Llc
    Manchester, NH
  • 04/2015 → 05/2022
    Granite Fields Golf Club
    Kingston, NH
  • 05/2022 → 07/2022
    Unemployed
    Plaistow, NH
  • 08/2022 → 05/2025
    Bentley University
    Waltham, MA
  • 08/2017 → 05/2021
    Saint Anselm College
    Manchester, NH
Other Businesses

OBA-129411|OrgNmn:Granite Fields Golf Club|Org Addr:Kingston,New Hampsh,US|OBA Nature:Golf course|Invst Rel:N|Title:Volunteer Attendent|Duties:Front desk work checking in golfers at the course|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-13
  • S66 Uniform Combined State Law Examination
    2026-01-13

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

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

More in Merrimack, NH

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