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David H. Olsen

Strategic Advisers LLC

Portland, ME

Portsmouth, NH

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-05-08
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • ME RA
    APPROVED
    Since 2026-05-08
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States

Portsmouth, 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 Salem NH 06/2022 08/2022
Peters Farm Salem NH 05/2018 08/2021
Tuscan Kitchen Salem NH 12/2019 01/2020
Saint Anselm College Manchester NH 08/2019 05/2023
Central Catholic High School Lawrence MA 08/2015 05/2019
Fidelity Investments Littleton MA 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 08/2022
    Fidelity Investments
    Salem, NH
  • 05/2018 → 08/2021
    Peters Farm
    Salem, NH
  • 12/2019 → 01/2020
    Tuscan Kitchen
    Salem, NH
  • 08/2019 → 05/2023
    Saint Anselm College
    Manchester, NH
  • 08/2015 → 05/2019
    Central Catholic High School
    Lawrence, MA
  • 06/2023 → Present
    Fidelity Investments
    Littleton, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Littleton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-18
  • S66 Uniform Combined State Law Examination
    2023-12-18
Other Names
  • David Henry Olsen

View on SEC IAPD

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PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME

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