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Christopher Lewis

Strategic Advisers LLC

Merrimack, NH

Charlestown, MA

CRD 8241387

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-30
NH RA APPROVED 2026-07-21
TX RA APPROVED 2026-07-21
  • MA RA
    APPROVED
    Since 2026-07-30
  • NH RA
    APPROVED
    Since 2026-07-21
  • TX RA
    APPROVED
    Since 2026-07-21

Branch Locations

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

Charlestown, 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
Southern New Hampshire University Manchester NH 08/2014 03/2026
Fidelity Investments Merrimack NH 03/2026 Present
Proeducation Solutions Sarasota FL 06/2021 08/2021
Atkinson Resort & Country Club Atkinson NH 09/2021 05/2022
Southern New Hampshire University Manchester NH 01/2021 03/2026
  • 08/2014 → 03/2026
    Southern New Hampshire University
    Manchester, NH
  • 03/2026 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2021 → 08/2021
    Proeducation Solutions
    Sarasota, FL
  • 09/2021 → 05/2022
    Atkinson Resort & Country Club
    Atkinson, NH
  • 01/2021 → 03/2026
    Southern New Hampshire University
    Manchester, NH
Other Businesses

OBA-128251|OrgNmn:Southern New Hampshire University|Org Addr:manchester,New Hampsh,US|OBA Nature:higher education,|Invst Rel:N|Title:Employee|Duties:adjunct faculty member|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-07
  • S66 Uniform Combined State Law Examination
    2026-07-07

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE

Nearby Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH

More in Merrimack, NH

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