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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

Chelmsford, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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 11/2022 Present
Semcasting North Andvoer MA 10/2021 10/2022
Aspire Learning Center Beverly MA 10/2020 10/2021
Easterseals Of New Hampshire Stratham NH 09/2019 10/2020
Richardson'S Farm Middleton MA 08/2015 11/2022
University Of Massachusetts- Lowell Lowell MA 09/2016 05/2020
Town Of Boxford Boxford MA 01/2015 01/2018
Fidelity Investments Boston MA 03/2025 Present
  • 11/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 10/2021 → 10/2022
    Semcasting
    North Andvoer, MA
  • 10/2020 → 10/2021
    Aspire Learning Center
    Beverly, MA
  • 09/2019 → 10/2020
    Easterseals Of New Hampshire
    Stratham, NH
  • 08/2015 → 11/2022
    Richardson'S Farm
    Middleton, MA
  • 09/2016 → 05/2020
    University Of Massachusetts- Lowell
    Lowell, MA
  • 01/2015 → 01/2018
    Town Of Boxford
    Boxford, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-93617|OrgNmn:Richardson's Ice Cream|Org Addr:Middleton,Massachuse,US|OBA Nature:Dairy farm and Ice cream vendo|Invst Rel:N|Title:Employee|Duties:fulfilling wholeslae orders|StrtDt:08-06-15|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-19
S63 Uniform Securities Agent State Law Examination 2023-04-05
  • S66 Uniform Combined State Law Examination
    2024-01-19
  • S63 Uniform Securities Agent State Law Examination
    2023-04-05
Other Names
  • Alexander Leighton Williams
  • Alexander Williams

View on SEC IAPD

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