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Alexander Edward Merrill

Strategic Advisers LLC

Tewksbury, 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 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

Tewksbury, 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
Citizens Bank Medford MA 01/2015 11/2020
Citizens Securities Inc Medford MA 07/2016 11/2020
Citizens Securities Inc, Westwood MA 11/2020 07/2021
Citizens Bank Medford MA 11/2020 07/2021
Citizens Securities, Inc Westwood MA 07/2021 12/2021
Citizens Bank N.A Medford MA 01/2022 07/2022
Fidelity Investments Merrimack NH 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 11/2020
    Citizens Bank
    Medford, MA
  • 07/2016 → 11/2020
    Citizens Securities Inc
    Medford, MA
  • 11/2020 → 07/2021
    Citizens Securities Inc,
    Westwood, MA
  • 11/2020 → 07/2021
    Citizens Bank
    Medford, MA
  • 07/2021 → 12/2021
    Citizens Securities, Inc
    Westwood, MA
  • 01/2022 → 07/2022
    Citizens Bank N.A
    Medford, MA
  • 08/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2021-02-26 → 2022-01-25
    Citizens Securities, Inc.
    Burlington, MA
    Medford, MA
    Woburn, MA
    Woburn, MA
    Hudson, NH
    Medford, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-26
S63 Uniform Securities Agent State Law Examination 2016-11-18
  • S65 Uniform Investment Adviser Law Examination
    2021-02-26
  • S63 Uniform Securities Agent State Law Examination
    2016-11-18
Other Names
  • Alexander Merrill
  • Alexander Edward Merrill
  • Alex Merrill
  • Alexander Merril

View on SEC IAPD

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