Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-31
TX RA APPROVED 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

Milford, NH • 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
Nashua Community College Nashua NH 08/2018 12/2018
Nashua Community College Nashua NH 01/2019 12/2019
Shaw'S Supermarket Milford NH 02/2022 09/2022
Fidelity Investments Merrimack NH 09/2022 Present
Unemployed Milford NH 10/2012 07/2018
Unemployed Milford NH 01/2020 01/2022
University Of Massachusetts Amherst Amherst MA 09/2015 05/2017
Nashua Community College Nashua NH 08/2018 12/2019
University Of Massachusetts Amherst Amherst MA 01/2020 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → 12/2018
    Nashua Community College
    Nashua, NH
  • 01/2019 → 12/2019
    Nashua Community College
    Nashua, NH
  • 02/2022 → 09/2022
    Shaw'S Supermarket
    Milford, NH
  • 09/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 10/2012 → 07/2018
    Unemployed
    Milford, NH
  • 01/2020 → 01/2022
    Unemployed
    Milford, NH
  • 09/2015 → 05/2017
    University Of Massachusetts Amherst
    Amherst, MA
  • 08/2018 → 12/2019
    Nashua Community College
    Nashua, NH
  • 01/2020 → 12/2021
    University Of Massachusetts Amherst
    Amherst, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-24
S63 Uniform Securities Agent State Law Examination 2023-02-07
  • S66 Uniform Combined State Law Examination
    2023-11-24
  • S63 Uniform Securities Agent State Law Examination
    2023-02-07
Other Names
  • Daniel Edward Reed
  • Daniel Reed

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Merrimack, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor