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Kweku Koom

Strategic Advisers LLC

Merrimack, NH

Dracut, 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

Dracut, 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
Sevenhills Foundation Dracut MA 12/2015 09/2019
Lifelinks Inc Chelmsford MA 02/2015 08/2019
Waystone Methuen MA 09/2019 02/2023
Boch Honda Westford MA 05/2019 09/2019
North Reading Subaru North Reading MA 10/2019 11/2021
M&T Bank Lowell MA 12/2021 02/2023
Fidelity Investments Merrimack NH 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 09/2019
    Sevenhills Foundation
    Dracut, MA
  • 02/2015 → 08/2019
    Lifelinks Inc
    Chelmsford, MA
  • 09/2019 → 02/2023
    Waystone
    Methuen, MA
  • 05/2019 → 09/2019
    Boch Honda
    Westford, MA
  • 10/2019 → 11/2021
    North Reading Subaru
    North Reading, MA
  • 12/2021 → 02/2023
    M&T Bank
    Lowell, MA
  • 02/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-99096|OrgNmn:Sevenhills Foundation|Org Addr:Dracut,Massachuse,US|OBA Nature:Support individuals with speci|Invst Rel:N|Title:Support Advocate|Duties:Physical and mental support persons with special needs |StrtDt:12-22-14|TotHrs/mon:100|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-22
S63 Uniform Securities Agent State Law Examination 2023-06-09
  • S66 Uniform Combined State Law Examination
    2024-04-22
  • S63 Uniform Securities Agent State Law Examination
    2023-06-09
Other Names
  • Kweku Koom
  • Kweku Buxton Allen Koom

View on SEC IAPD

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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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