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Liam Jonathan Patrick Robinson

Strategic Advisers LLC

Merrimack, NH

Merrimack, NH

CRD 7535969

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-03-04
TX RA APPROVED 2026-03-04
  • NH RA
    APPROVED
    Since 2026-03-04
  • TX RA
    APPROVED
    Since 2026-03-04

Branch Locations

Merrimack, 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
Rise North Capital Nashua NH 05/2024 08/2024
Manchester Country Club Bedford NH 06/2023 11/2023
Hoodcroft Country C Derry NH 08/2024 10/2024
Market Basket Hooksett NH 05/2015 08/2020
Planet Fitness Lee NH 08/2021 06/2023
La Caretta Derry NH 08/2020 08/2021
Fidelity Investments Merrimack NH 10/2024 Present
Tuckers Restaurant Hooksett NH 08/2022 05/2024
Northwestern Mutual Manchester NH 05/2022 08/2022
  • 05/2024 → 08/2024
    Rise North Capital
    Nashua, NH
  • 06/2023 → 11/2023
    Manchester Country Club
    Bedford, NH
  • 08/2024 → 10/2024
    Hoodcroft Country C
    Derry, NH
  • 05/2015 → 08/2020
    Market Basket
    Hooksett, NH
  • 08/2021 → 06/2023
    Planet Fitness
    Lee, NH
  • 08/2020 → 08/2021
    La Caretta
    Derry, NH
  • 10/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2022 → 05/2024
    Tuckers Restaurant
    Hooksett, NH
  • 05/2022 → 08/2022
    Northwestern Mutual
    Manchester, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-03
S63 Uniform Securities Agent State Law Examination 2025-04-09
  • S66 Uniform Combined State Law Examination
    2026-03-03
  • S63 Uniform Securities Agent State Law Examination
    2025-04-09
Other Names
  • Liam Jonathan Robinson
  • Liam Robinson

View on SEC IAPD

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