Best Investors Account Sign in

Katherine Cushing

Strategic Advisers LLC

Merrimack, NH

Litchfield, NH

Claim This Profile
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

Litchfield, 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
Fidelity Investments Nashua NH 03/2023 Present
Anthropologie Burlington MA 09/2022 03/2023
Anthropologie Skokie IL 04/2019 08/2022
Unemployed Chicago IL 01/2019 04/2019
Bohme Boutique Murray UT 02/2017 12/2018
Francescas Murray UT 05/2016 02/2017
University Of Utah Salt Lake City UT 08/2013 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Nashua, NH
  • 09/2022 → 03/2023
    Anthropologie
    Burlington, MA
  • 04/2019 → 08/2022
    Anthropologie
    Skokie, IL
  • 01/2019 → 04/2019
    Unemployed
    Chicago, IL
  • 02/2017 → 12/2018
    Bohme Boutique
    Murray, UT
  • 05/2016 → 02/2017
    Francescas
    Murray, UT
  • 08/2013 → 12/2018
    University Of Utah
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Nashua, NH
    Nashua, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-17
S63 Uniform Securities Agent State Law Examination 2023-08-09
  • S66 Uniform Combined State Law Examination
    2025-01-17
  • S63 Uniform Securities Agent State Law Examination
    2023-08-09
Other Names
  • Katherine Arlene Cushing

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor