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Richard Mack

Strategic Advisers LLC

Merrimack, NH

North Andover, 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

North Andover, 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
Fidelity Investments Merrimack NH 10/2022 Present
Trinity Solar Wilmington MA 06/2022 09/2022
Bertuccis Italian Restaurant Peabody MA 01/2022 06/2022
Portsmouth Country Clubs Portsmouth NH 01/2017 01/2018
Butcher Boy Meat Market North Andover MA 01/2016 01/2017
Edgewood Retirement Community North Andover MA 01/2013 10/2022
Lyft Massachusetts North Andover NH 01/2022 06/2022
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2022 → 09/2022
    Trinity Solar
    Wilmington, MA
  • 01/2022 → 06/2022
    Bertuccis Italian Restaurant
    Peabody, MA
  • 01/2017 → 01/2018
    Portsmouth Country Clubs
    Portsmouth, NH
  • 01/2016 → 01/2017
    Butcher Boy Meat Market
    North Andover, MA
  • 01/2013 → 10/2022
    Edgewood Retirement Community
    North Andover, MA
  • 01/2022 → 06/2022
    Lyft Massachusetts
    North Andover, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-26
  • S66 Uniform Combined State Law Examination
    2023-04-26
Other Names
  • Richard Joseph Mack
  • Richard Mack

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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