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Gregory Stohrer

Strategic Advisers LLC

Danvers, MA

Portsmouth, NH

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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

152 Endicott Street, Danvers, MA 01923-3619 • United States

Portsmouth, 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
Berwick Academy South Berwick ME 06/2018 08/2018
Fidelity Investments Smithfield RI 10/2022 03/2024
Fidelity Investments Danvers MA 03/2024 Present
Full-Time Education Barrington NH 08/2018 09/2021
Full-Time Education Durham NH 02/2022 07/2022
The Resort At Paws Up Greenough MT 07/2022 10/2022
Full-Time Education Barrington NH 07/2015 06/2018
Grubhub Chicago IL 09/2021 02/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 08/2018
    Berwick Academy
    South Berwick, ME
  • 10/2022 → 03/2024
    Fidelity Investments
    Smithfield, RI
  • 03/2024 → Present
    Fidelity Investments
    Danvers, MA
  • 08/2018 → 09/2021
    Full-Time Education
    Barrington, NH
  • 02/2022 → 07/2022
    Full-Time Education
    Durham, NH
  • 07/2022 → 10/2022
    The Resort At Paws Up
    Greenough, MT
  • 07/2015 → 06/2018
    Full-Time Education
    Barrington, NH
  • 09/2021 → 02/2022
    Grubhub
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Danvers, MA
    Barrington, NH
Other Businesses

OBA-116292|OrgNmn:Flylords LLC|Org Addr:Carbondale,Colorado,US|OBA Nature:Outdoor Media Company |Invst Rel:N|Title:Independent Contractor|Duties:Writing a weekly article on fishing related topics. |StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-30
S63 Uniform Securities Agent State Law Examination 2023-01-27
  • S66 Uniform Combined State Law Examination
    2024-08-30
  • S63 Uniform Securities Agent State Law Examination
    2023-01-27

View on SEC IAPD

Other Firms

ONEDIGITAL
RBC CAPITAL MARKETS, LLC
JANNEY MONTGOMERY SCOTT LLC
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FORTIS CAPITAL ADVISORS, LLC
NVEST FINANCIAL, LLC

Other Investors

CAMAY KWONG PASCUCCI
KATELYNN JULIE KENDALL
Zachary Delano
DOUGLAS TILGHMAN WILSON
Mark Patrick Sullivan
JAMES FRANKEL HORROCKS
SEAN PATRICK GIBBONS
SHANE POULIN

Other Offices

ONEDIGITAL · Danvers, MA
RBC CAPITAL MARKETS, LLC · DANVERS, MA
JANNEY MONTGOMERY SCOTT LLC · Danvers, MA
ROBERT W. BAIRD & CO. INCORPORATED · Danvers, MA
CETERA INVESTMENT ADVISERS LLC · DANVERS, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Danvers, MA
FORTIS CAPITAL ADVISORS, LLC · Danvers, MA
NVEST FINANCIAL, LLC · DANVERS, MA

More in Danvers, MA

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