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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
  • NH RA
    APPROVED
    Since 2025-03-31

Branch Locations

Milford, 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 Investments Merrimack NH 11/2015 10/2016
Fidelity Brokerage Services Llc Merrimack NH 10/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 10/2016
    Fidelity Investments
    Merrimack, NH
  • 10/2016 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Milford, NH
  • 2018-03-06 → 2018-07-13
    Merrimack, NH
Other Businesses

OBA-105136|OrgNmn:Hampshire Hills Athletic Club|Org Addr:Milford,New Hampsh,US|OBA Nature:I am becoming a certified fitn|Invst Rel:N|Title:Employee|Duties:Teaching group fitness classes|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-17
S63 Uniform Securities Agent State Law Examination 2017-03-24
  • S66 Uniform Combined State Law Examination
    2017-05-17
  • S63 Uniform Securities Agent State Law Examination
    2017-03-24
Other Names
  • Michelle Cara Nelson
  • Michelle Cara Scott

View on SEC IAPD

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