Kevin W. Small

Strategic Advisers LLC

Londonderry, NH

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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	2025-03-31
TX	RA	APPROVED	2025-03-31

NH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Londonderry, NH • United States

One Spartan Way, Merrimack, NH 03054-4300 • 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
Hcs Services	Keene	NH	09/2017	10/2022
Cpte	Nashua	NH	02/2016	09/2017
Property Innovations	Manchester	NH	03/2007	07/2019
Fidelity Investments	Merrimack	NH	02/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2017 → 10/2022

Hcs Services

Keene, NH
02/2016 → 09/2017

Cpte

Nashua, NH
03/2007 → 07/2019

Property Innovations

Manchester, NH
02/2021 → Present

Fidelity Investments

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-06-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Londonderry, NH

Other Businesses

OBA-130609|OrgNmn:Card Trading & Selling|Org Addr:Londonderr,New Hampsh,US|OBA Nature:Trading and selling sports car|Invst Rel:N|Title:owner|Duties:selling and trading sports cards. |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-14
S63	Uniform Securities Agent State Law Examination	2023-02-24

S66 Uniform Combined State Law Examination

2024-06-14
S63 Uniform Securities Agent State Law Examination

2023-02-24

Other Names

Kevin Wilson Small

View on SEC IAPD

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