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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_RES 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

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

Concord, NH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Merrimack NH 10/2022 Present
University System Of New Hampshire Concord NH 07/2021 09/2022
Conifer Health Solutions Lebanon NH 11/2018 07/2021
Smittys Cinema Merrimack NH 07/2018 03/2020
Quechee Lakes Landowners Association Quechee VT 03/2018 03/2020
Atria Senior Living Louisville KY 11/2017 08/2018
Maine Health Portland ME 04/2016 04/2017
Old Marsh Country Club Wells ME 06/2017 11/2018
Bonney Staffing Dover NH 03/2017 06/2017
Robert Half Menlo Park CA 08/2017 11/2017
Abercrombie & Fitch Co Columbus OH 01/2017 01/2017
Mission Restaurant Group Llc Scottsdale AZ 01/2017 01/2017
Bella Point Inc Rockland ME 11/2017 11/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2021 → 09/2022
    University System Of New Hampshire
    Concord, NH
  • 11/2018 → 07/2021
    Conifer Health Solutions
    Lebanon, NH
  • 07/2018 → 03/2020
    Smittys Cinema
    Merrimack, NH
  • 03/2018 → 03/2020
    Quechee Lakes Landowners Association
    Quechee, VT
  • 11/2017 → 08/2018
    Atria Senior Living
    Louisville, KY
  • 04/2016 → 04/2017
    Maine Health
    Portland, ME
  • 06/2017 → 11/2018
    Old Marsh Country Club
    Wells, ME
  • 03/2017 → 06/2017
    Bonney Staffing
    Dover, NH
  • 08/2017 → 11/2017
    Robert Half
    Menlo Park, CA
  • 01/2017 → 01/2017
    Abercrombie & Fitch Co
    Columbus, OH
  • 01/2017 → 01/2017
    Mission Restaurant Group Llc
    Scottsdale, AZ
  • 11/2017 → 11/2017
    Bella Point Inc
    Rockland, ME
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-18
S63 Uniform Securities Agent State Law Examination 2023-02-16
  • S66 Uniform Combined State Law Examination
    2024-01-18
  • S63 Uniform Securities Agent State Law Examination
    2023-02-16
Other Names
  • Nicholas Michael Oconnor
  • Nicholas Oconnor

View on SEC IAPD

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