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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

225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States

Nashua, 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
Fidelity Investments Merrimack NH 08/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2006 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Nashua, NH
    Nashua, NH
  • 2008-06-17 → 2018-07-13
    Framingham, MA
    Merrimack, NH
    Merrimack, NH
    Danvers, MA
    Boston, MA
    Merrimack, NH
Other Businesses

OBA-133413|OrgNmn:CFP Board|Org Addr:Washington,District o,US|OBA Nature:CFP Board|Invst Rel:Y|Title:Presenter|Duties:Co-Present academic paper as part of the Ph.D program. No reference to Fidelity. 15 min pres. No compensation - entrance fee waived by CFP,|StrtDt:10-05-26|TotHrs/mon:3|TrdHrs/mon:0|OBA-110396|OrgNmn:landlord|Org Addr:Nashua,New Hampsh,US|OBA Nature:renting our condo|Invst Rel:Y|Title:landlord|Duties:landlord|StrtDt:06-15-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-118284|OrgNmn:Home Health and Hospice Care|Org Addr:Merrimack,New Hampsh,US|OBA Nature:Board of Directors for Hospice|Invst Rel:N|Title:Director|Duties:Sitting on the board of directors - acting as vice chair for a year then chair |StrtDt:04-01-25|TotHrs/mon:1|TrdHrs/mon:0|OBA-112208|OrgNmn:Century 21 Cardinal|Org Addr:Nashua,New Hampsh,US|OBA Nature:Real Estate agent|Invst Rel:Y|Title:Independent Contractor|Duties:Learn real estate, act as agent occasionally|StrtDt:|TotHrs/mon:5|TrdHrs/mon:2|OBA-118286|OrgNmn:Front Door Agency|Org Addr:Nashua,New Hampsh,US|OBA Nature:Non-profit helping with housin|Invst Rel:N|Title:Director|Duties:Sit on the board of director|StrtDt:06-02-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-18
S63 Uniform Securities Agent State Law Examination 2006-11-03
  • S66 Uniform Combined State Law Examination
    2007-09-18
  • S63 Uniform Securities Agent State Law Examination
    2006-11-03
Other Names
  • Stephen M Lynn

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