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Jack Philbin

Strategic Advisers LLC

Leominster, MA

Merrimack, 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 2026-03-16
NH RA APPROVED 2026-03-03
TX RA APPROVED 2026-03-03
  • MA RA
    APPROVED
    Since 2026-03-16
  • NH RA
    APPROVED
    Since 2026-03-03
  • TX RA
    APPROVED
    Since 2026-03-03

Branch Locations

Leominster, 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
Luccas American Kitchen Leominster MA 07/2018 03/2019
Life Solutions Group Danvers MA 08/2024 12/2024
Paisanos Pizza & Spirits Leominster MA 11/2019 03/2020
Pelham House Resort Dennis Port MA 05/2024 09/2025
Rollstone Bank & Trust Fitchburg MA 06/2023 01/2024
Leominster High School Leominster MA 08/2017 07/2018
Leominster High School Leominster MA 03/2020 06/2020
Leominster High School Leominster MA 08/2019 11/2019
Leominster High School Leominster MA 03/2019 06/2019
Dick'S Sporting Goods Danvers MA 03/2025 05/2025
Brady Associates Asset Management Greenfield MA 12/2022 01/2023
Leominster Recreation Department Leominster MA 06/2019 08/2019
Fidelity Investments Merrimack NH 10/2025 Present
Wyman'S Liquors Leominster MA 06/2020 05/2025
Samoset Middle School Leominster MA 10/2015 08/2017
  • 07/2018 → 03/2019
    Luccas American Kitchen
    Leominster, MA
  • 08/2024 → 12/2024
    Life Solutions Group
    Danvers, MA
  • 11/2019 → 03/2020
    Paisanos Pizza & Spirits
    Leominster, MA
  • 05/2024 → 09/2025
    Pelham House Resort
    Dennis Port, MA
  • 06/2023 → 01/2024
    Rollstone Bank & Trust
    Fitchburg, MA
  • 08/2017 → 07/2018
    Leominster High School
    Leominster, MA
  • 03/2020 → 06/2020
    Leominster High School
    Leominster, MA
  • 08/2019 → 11/2019
    Leominster High School
    Leominster, MA
  • 03/2019 → 06/2019
    Leominster High School
    Leominster, MA
  • 03/2025 → 05/2025
    Dick'S Sporting Goods
    Danvers, MA
  • 12/2022 → 01/2023
    Brady Associates Asset Management
    Greenfield, MA
  • 06/2019 → 08/2019
    Leominster Recreation Department
    Leominster, MA
  • 10/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2020 → 05/2025
    Wyman'S Liquors
    Leominster, MA
  • 10/2015 → 08/2017
    Samoset Middle School
    Leominster, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-10
  • S66 Uniform Combined State Law Examination
    2026-02-10
Other Names
  • Jack Richard Philbin
  • Jack Philbin

View on SEC IAPD

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