Julius Swaim

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2025-06-27
TX	RA	APPROVED	2025-06-27

NH RA
APPROVED

Since 2025-06-27
TX RA
APPROVED

Since 2025-06-27

Branch Locations

Amherst, 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

Organization	City	State	From	To
Omni Wealth Management	Ma	MA	06/2022	01/2023
Lifetime	Ma	MA	12/2021	06/2022
Gordon College	Ma	MA	09/2021	12/2021
Whole Foods	Ma	MA	02/2021	06/2021
Massachusetts Growth Capital Corporation	Ma	MA	12/2020	02/2021
Unemployed	Wenham	MA	04/2020	12/2020
Fidelity Investments	Merrimack	NH	08/2023	Present
Carleton Willard Village	Ma	MA	04/2016	04/2020
Unemployed	Bedford	MA	05/2023	08/2023
Mosquito Squad	Ma	MA	06/2021	09/2021
Northwestern Mutual	Ma	MA	01/2023	05/2023

06/2022 → 01/2023

Omni Wealth Management

Ma, MA
12/2021 → 06/2022

Lifetime

Ma, MA
09/2021 → 12/2021

Gordon College

Ma, MA
02/2021 → 06/2021

Whole Foods

Ma, MA
12/2020 → 02/2021

Massachusetts Growth Capital Corporation

Ma, MA
04/2020 → 12/2020

Unemployed

Wenham, MA
08/2023 → Present

Fidelity Investments

Merrimack, NH
04/2016 → 04/2020

Carleton Willard Village

Ma, MA
05/2023 → 08/2023

Unemployed

Bedford, MA
06/2021 → 09/2021

Mosquito Squad

Ma, MA
01/2023 → 05/2023

Northwestern Mutual

Ma, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-24

S66 Uniform Combined State Law Examination

2025-06-24

View on SEC IAPD

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