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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Hopkinton, 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 Brokerage Services Llc Greenwood Village CO 07/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2014 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-66765|OrgNmn:Granite State Wheelers|Org Addr:Salem,New Hampsh,US|OBA Nature:bicycle club|Invst Rel:N|Title:VP|Duties:VP - approve expense forms, particiapte in quarterly board meetings|StrtDt:07-02-18|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-12
S63 Uniform Securities Agent State Law Examination 1991-01-22
  • S65 Uniform Investment Adviser Law Examination
    1997-07-12
  • S63 Uniform Securities Agent State Law Examination
    1991-01-22
Other Names
  • Bill Hayne
  • William Vincent Hayne

View on SEC IAPD

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