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Ralph Merheb

Strategic Advisers LLC

Merrimack, NH

West Roxbury, 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

West Roxbury, 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
New York Life Insurance Company Waltham MA 10/2022 06/2023
Nylife Securities Llc. Waltham MA 06/2023 Present
Umass Boston Boston MA 09/2018 09/2022
Antonines Sisters School Beirut 09/2010 08/2018
Adjeen Allston MA 10/2020 09/2022
Puttshack Boston MA 09/2022 06/2023
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → 06/2023
    New York Life Insurance Company
    Waltham, MA
  • 06/2023 → Present
    Nylife Securities Llc.
    Waltham, MA
  • 09/2018 → 09/2022
    Umass Boston
    Boston, MA
  • 09/2010 → 08/2018
    Antonines Sisters School
    Beirut
  • 10/2020 → 09/2022
    Adjeen
    Allston, MA
  • 09/2022 → 06/2023
    Puttshack
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    West Roxbury, MA
    Merrimack, NH
Other Businesses

OBA-108133|OrgNmn:Puttshack Boston|Org Addr:Boston,Massachuse,US|OBA Nature:Restaurant|Invst Rel:N|Title:Server|Duties:Server position taking customers' food orders|StrtDt:|TotHrs/mon:35|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-11
  • S66 Uniform Combined State Law Examination
    2024-10-11

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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