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Sean Penney

Strategic Advisers LLC

Merrimack, NH

Littleton, MA

Woburn, 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

820 Constitution Avenue, Littleton, MA 01460-1137 • United States

Woburn, 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
Gis Benefits Inc. Northborough MA 06/2021 11/2022
Collinsville Canoe & Kayak Collinsville CT 06/2020 08/2020
Lacrosse Unlimited Avon CT 06/2019 01/2020
Bed Bath & Beyond Simsbury CT 06/2018 08/2018
Icy Rolls Granby CT 06/2017 08/2017
Wesleyan University Middletown CT 08/2017 05/2021
Unemployed Simsbury CT 08/2016 06/2017
Unemployed Simsbury CT 08/2017 08/2018
Unemployed Smisbury CT 08/2018 06/2019
Unemployed Simsbury CT 01/2020 06/2020
Unemployed Simsbury CT 08/2020 06/2021
Fidelity Investments Merrimack NH 12/2022 Present
Simsbury High School Simsbury CT 08/2013 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 11/2022
    Gis Benefits Inc.
    Northborough, MA
  • 06/2020 → 08/2020
    Collinsville Canoe & Kayak
    Collinsville, CT
  • 06/2019 → 01/2020
    Lacrosse Unlimited
    Avon, CT
  • 06/2018 → 08/2018
    Bed Bath & Beyond
    Simsbury, CT
  • 06/2017 → 08/2017
    Icy Rolls
    Granby, CT
  • 08/2017 → 05/2021
    Wesleyan University
    Middletown, CT
  • 08/2016 → 06/2017
    Unemployed
    Simsbury, CT
  • 08/2017 → 08/2018
    Unemployed
    Simsbury, CT
  • 08/2018 → 06/2019
    Unemployed
    Smisbury, CT
  • 01/2020 → 06/2020
    Unemployed
    Simsbury, CT
  • 08/2020 → 06/2021
    Unemployed
    Simsbury, CT
  • 12/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2013 → 06/2017
    Simsbury High School
    Simsbury, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-25 → 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 2023-04-04
  • S66 Uniform Combined State Law Examination
    2024-01-18
  • S63 Uniform Securities Agent State Law Examination
    2023-04-04
Other Names
  • Sean Christopher Penney
  • Sean Penney

View on SEC IAPD

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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

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