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Kelly Anne White

Strategic Advisers LLC

Merrimack, NH

Weare, 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

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

Weare, 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
Walgreens East Hampstead NH 08/2012 02/2018
Fidelity Brokerage Services Llc Merrimack NH 02/2018 Present
Southern New Hampshire University Hooksett NH 09/2016 12/2016
Benchmark Office Systems Londonderry NH 05/2017 10/2017
Southern New Hampshire Hooksett NH 07/2014 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2012 → 02/2018
    Walgreens
    East Hampstead, NH
  • 02/2018 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 09/2016 → 12/2016
    Southern New Hampshire University
    Hooksett, NH
  • 05/2017 → 10/2017
    Benchmark Office Systems
    Londonderry, NH
  • 07/2014 → 12/2017
    Southern New Hampshire
    Hooksett, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Weare, NH
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-04
S63 Uniform Securities Agent State Law Examination 2018-04-16
  • S66 Uniform Combined State Law Examination
    2024-12-04
  • S63 Uniform Securities Agent State Law Examination
    2018-04-16
Other Names
  • Kelly Anne Crotts
  • Kelly A Crotts

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

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