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Sean Chartier

Strategic Advisers LLC

Merrimack, 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

Merrimack, 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
Morgan Stanley Portsmouth NH 05/2018 09/2020
University Of New Hampshire Durham NH 08/2013 06/2017
Beacon Funding Portsmouth NH 07/2017 11/2017
Atlantic Family Dental Portsmouth NH 11/2017 05/2018
Fidelity Investments Merrimack NH 09/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 09/2020
    Morgan Stanley
    Portsmouth, NH
  • 08/2013 → 06/2017
    University Of New Hampshire
    Durham, NH
  • 07/2017 → 11/2017
    Beacon Funding
    Portsmouth, NH
  • 11/2017 → 05/2018
    Atlantic Family Dental
    Portsmouth, NH
  • 09/2020 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2019-12-06 → 2020-08-26
    Morgan Stanley
    Portsmouth, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-06
  • S66 Uniform Combined State Law Examination
    2019-12-06

View on SEC IAPD

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