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Joel E. Vanpatten

Strategic Advisers LLC

Deering, NH

Merrimack, NH

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

Branch Locations

Deering, NH • 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
Autofair Honda Manchester NH 06/2016 02/2017
Eec Traders Pembroke NH 02/2017 09/2017
Currier Museum Of Art Manchester NH 06/2017 09/2017
Fidelity Brokerage Services Llc Merrimack NH 09/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 02/2017
    Autofair Honda
    Manchester, NH
  • 02/2017 → 09/2017
    Eec Traders
    Pembroke, NH
  • 06/2017 → 09/2017
    Currier Museum Of Art
    Manchester, NH
  • 09/2017 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-11066|OrgNmn:Joel VanPatten (self)|Org Addr:Deering,New Hampsh,US|OBA Nature:I create and sell original wor|Invst Rel:N|Title:Owner|Duties:I create, market and sell my original works of art.|StrtDt:09-21-18|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-09
S63 Uniform Securities Agent State Law Examination 2017-10-31
  • S66 Uniform Combined State Law Examination
    2018-07-09
  • S63 Uniform Securities Agent State Law Examination
    2017-10-31
Other Names
  • Joel Edward Vanpatten
  • Joel Vanpatten

View on SEC IAPD

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