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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

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