Best Investors Account Sign in

Bruce Herbert Ill

Strategic Advisers LLC

Merrimack, NH

Nashua, NH

Claim This Profile
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

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

Nashua, 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
Edward Jones St. Louis MO 06/2017 01/2018
Salem United Church Of Christ Denver CO 01/2013 04/2017
Fidelity Brokerage Services Llc Greenwood Village CO 01/2019 Present
Uber Technologies San Francisco CA 01/2018 01/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 01/2018
    Edward Jones
    St. Louis, MO
  • 01/2013 → 04/2017
    Salem United Church Of Christ
    Denver, CO
  • 01/2019 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 01/2018 → 01/2019
    Uber Technologies
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-11-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2017-09-14 → 2018-01-17
    Edward Jones
    Lafayette, CO
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-13
  • S66 Uniform Combined State Law Examination
    2017-09-13
Other Names
  • Bruce Herbert Ill
  • Bruce H Ill

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

More in Merrimack, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor