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Juan Guillermo Diaz

Strategic Advisers LLC

Lawrence, MA

Merrimack, NH

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

Branch Locations

Lawrence, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Lawrence Public Schools Lawrence MA 07/2016 07/2017
Merrimack Valley Ymca Lawrence MA 06/2013 01/2018
Northern Essex Community College Lawrence MA 09/2007 05/2017
On Point Security Services Lawrence MA 02/2015 07/2017
New York Life Insurance Co. Manchester NH 06/2017 05/2019
Nylife Securities Llc Manchester NH 09/2017 05/2019
Fidelity Brokerage Services Llc Merrimack NH 05/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 07/2017
    Lawrence Public Schools
    Lawrence, MA
  • 06/2013 → 01/2018
    Merrimack Valley Ymca
    Lawrence, MA
  • 09/2007 → 05/2017
    Northern Essex Community College
    Lawrence, MA
  • 02/2015 → 07/2017
    On Point Security Services
    Lawrence, MA
  • 06/2017 → 05/2019
    New York Life Insurance Co.
    Manchester, NH
  • 09/2017 → 05/2019
    Nylife Securities Llc
    Manchester, NH
  • 05/2019 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-09-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-30
S63 Uniform Securities Agent State Law Examination 2017-12-14
  • S66 Uniform Combined State Law Examination
    2019-08-30
  • S63 Uniform Securities Agent State Law Examination
    2017-12-14
Other Names
  • Juan Guillermo Diaz
  • Juan Diaz

View on SEC IAPD

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