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Brandon Alan Borneman

Strategic Advisers LLC

Merrimack, NH

Gilford, NH

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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

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

Gilford, 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
Campus Pizza Fitchburg MA 06/2016 02/2017
Christinas Restaurant Leominster MA 02/2017 10/2017
110 Grill Westford MA 10/2017 10/2019
Demoulas Market Basket Tewksbury MA 03/2018 03/2022
Fitchburg State University Townsend MA 09/2015 11/2016
Fidelity Investments Merrimack NH 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 02/2017
    Campus Pizza
    Fitchburg, MA
  • 02/2017 → 10/2017
    Christinas Restaurant
    Leominster, MA
  • 10/2017 → 10/2019
    110 Grill
    Westford, MA
  • 03/2018 → 03/2022
    Demoulas Market Basket
    Tewksbury, MA
  • 09/2015 → 11/2016
    Fitchburg State University
    Townsend, MA
  • 03/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-129746|OrgNmn:The Alamo Texas BBQ|Org Addr:Laconia,New Hampsh,US|OBA Nature:Restaurant|Invst Rel:N|Title:Employee|Duties:Bartending|StrtDt:05-04-26|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-19
  • S66 Uniform Combined State Law Examination
    2022-09-19
Other Names
  • Brandon Alan Borneman
  • Brandon Borneman

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

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