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Steven M. Mongelli

Strategic Advisers LLC

Merrimack, NH

Townsend, MA

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

Branch Locations

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

Townsend, 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
Edward Jones Investments St Louis MO 01/2018 06/2020
U.S. Army National Guard (Active Duty) Manchester NH 08/2008 03/2017
Citizens Investment Service Concord MA 08/2020 04/2021
Fidelity Investments Merrimack NH 04/2021 Present
Unemployed - Homemaker Townsend MA 03/2017 01/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 06/2020
    Edward Jones Investments
    St Louis, MO
  • 08/2008 → 03/2017
    U.S. Army National Guard (Active Duty)
    Manchester, NH
  • 08/2020 → 04/2021
    Citizens Investment Service
    Concord, MA
  • 04/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2017 → 01/2018
    Unemployed - Homemaker
    Townsend, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2020-08-12 → 2021-04-13
    Citizens Securities, Inc.
    Hudson, MA
    Littleton, MA
    Acton, MA
  • 2018-04-13 → 2020-07-01
    Edward Jones
    Westford, MA
    Townsend, MA
    St Louis, MO
    Townsend, MA
Other Businesses

OBA-60759|OrgNmn:Townsend Fire-EMS|Org Addr:Townsend,Massachuse,US|OBA Nature:Provide emergency services to |Invst Rel:N|Title:Employee|Duties:Call Fire Fighter. |StrtDt:02-01-12|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-29
  • S66 Uniform Combined State Law Examination
    2018-03-29
Other Names
  • Steven M Mongelli
  • Steven Mongelli

View on SEC IAPD

Other Firms

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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

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