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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
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Shrewsbury, MA • United States

One Spartan Way, Merrimack, NH 03054-4300 • 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
Cyprian Keyes Golf Course West Boylston MA 04/2017 10/2017
Cyprian Keyes Golf Course West Boylston MA 03/2018 10/2018
Cyprian Keyes Golf Course West Boylston MA 03/2019 10/2019
Cyprian Keyes Golf Course West Boylston MA 03/2020 10/2020
Cyprian Keyes Golf Course West Boylston MA 03/2021 09/2021
Azenta Life Sciences Chelmsford MA 05/2022 09/2022
Fidelity Investments Smithfield RI 06/2023 Present
University Of Massachusetts Amherst Amherst MA 08/2019 06/2023
St. John's High School Shrewsbury MA 09/2015 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 04/2017 → 10/2017
    Cyprian Keyes Golf Course
    West Boylston, MA
  • 03/2018 → 10/2018
    Cyprian Keyes Golf Course
    West Boylston, MA
  • 03/2019 → 10/2019
    Cyprian Keyes Golf Course
    West Boylston, MA
  • 03/2020 → 10/2020
    Cyprian Keyes Golf Course
    West Boylston, MA
  • 03/2021 → 09/2021
    Cyprian Keyes Golf Course
    West Boylston, MA
  • 05/2022 → 09/2022
    Azenta Life Sciences
    Chelmsford, MA
  • 06/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2019 → 06/2023
    University Of Massachusetts Amherst
    Amherst, MA
  • 09/2015 → 08/2019
    St. John's High School
    Shrewsbury, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Shrewsbury, MA
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-21
S63 Uniform Securities Agent State Law Examination 2023-11-20
  • S66 Uniform Combined State Law Examination
    2024-10-21
  • S63 Uniform Securities Agent State Law Examination
    2023-11-20
Other Names
  • Nick Anthony Forget
  • Nicholas Forget

View on SEC IAPD

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