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Scott J Ferreira

Strategic Advisers LLC

Merrimack, NH

South Chatham, 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 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 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

South Chatham, 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
Winchester Boat Club Winchester MA 06/2013 09/2018
Doordash Winchester MA 02/2021 07/2022
Massachusetts Financial Services (Mfs) Boston MA 06/2021 09/2021
Chatham Parks And Recreation Chatham MA 06/2019 09/2020
Fidelity Investments Merrimack NH 07/2022 Present
Winchester High School Winchester MA 08/2014 06/2018
University Of Massachusetts - Amherst Amherst MA 08/2018 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2013 → 09/2018
    Winchester Boat Club
    Winchester, MA
  • 02/2021 → 07/2022
    Doordash
    Winchester, MA
  • 06/2021 → 09/2021
    Massachusetts Financial Services (Mfs)
    Boston, MA
  • 06/2019 → 09/2020
    Chatham Parks And Recreation
    Chatham, MA
  • 07/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2014 → 06/2018
    Winchester High School
    Winchester, MA
  • 08/2018 → 05/2022
    University Of Massachusetts - Amherst
    Amherst, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-02
  • S66 Uniform Combined State Law Examination
    2022-12-02
Other Names
  • Scott Joseph Ferreira
  • Scott Ferreira

View on SEC IAPD

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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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