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Jonata Ferreira

Strategic Advisers LLC

Merrimack, NH

Maynard, 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 2025-09-17
NH RA APPROVED 2025-09-08
TX RA APPROVED 2025-09-08
  • MA RA
    APPROVED
    Since 2025-09-17
  • NH RA
    APPROVED
    Since 2025-09-08
  • TX RA
    APPROVED
    Since 2025-09-08

Branch Locations

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

Maynard, 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
Fidelity Investments Merrimack NH 06/2022 Present
Cpa Enterprises Llc Boston MA 12/2021 05/2022
Photizo Fitness Llc Quincy MA 02/2021 06/2022
Dba Wip Wod Quincy MA 10/2019 01/2021
Justice House Of Prayer Boston Haverhill MA 01/2019 08/2020
Vinfen Corporation Cambridge MA 12/2017 01/2020
South Shore Mental Health Quincy MA 11/2013 12/2017
  • 06/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 12/2021 → 05/2022
    Cpa Enterprises Llc
    Boston, MA
  • 02/2021 → 06/2022
    Photizo Fitness Llc
    Quincy, MA
  • 10/2019 → 01/2021
    Dba Wip Wod
    Quincy, MA
  • 01/2019 → 08/2020
    Justice House Of Prayer Boston
    Haverhill, MA
  • 12/2017 → 01/2020
    Vinfen Corporation
    Cambridge, MA
  • 11/2013 → 12/2017
    South Shore Mental Health
    Quincy, MA
Other Businesses

OBA-69389|OrgNmn:Lyn Ferreira LLC|Org Addr:Maynard,Massachuse,US|OBA Nature:I provide online/virtual Fitne|Invst Rel:N|Title:Owner|Duties:The busines will provide online and or virtual fitness services only to customers who sign up for programs. These sevices are provided outside|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2022-11-14
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2022-11-14
Other Names
  • Jonata Vicente Ferreira
  • Jonata Ferreira

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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