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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

Manchester, 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
Castleton Banquet And Conference Center Windham NH 05/2015 08/2021
Bayside Food And Beverage (33 Hilltop Restaurant) Windham NH 10/2017 06/2018
Fody'S Tavern Derry NH 03/2019 08/2019
Windham School District Windham NH 11/2019 01/2021
Windham School District Windham NH 12/2020 01/2021
High Point University High Point NC 08/2020 05/2022
Fidelity Investments Merrimack NH 06/2022 08/2022
High Point University High Point NC 08/2022 05/2023
Fidelity Investments Merrimack NH 06/2023 Present
High Point University High Point NC 08/2019 05/2023
High Point University High Point NC 08/2019 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 08/2021
    Castleton Banquet And Conference Center
    Windham, NH
  • 10/2017 → 06/2018
    Bayside Food And Beverage (33 Hilltop Restaurant)
    Windham, NH
  • 03/2019 → 08/2019
    Fody'S Tavern
    Derry, NH
  • 11/2019 → 01/2021
    Windham School District
    Windham, NH
  • 12/2020 → 01/2021
    Windham School District
    Windham, NH
  • 08/2020 → 05/2022
    High Point University
    High Point, NC
  • 06/2022 → 08/2022
    Fidelity Investments
    Merrimack, NH
  • 08/2022 → 05/2023
    High Point University
    High Point, NC
  • 06/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2019 → 05/2023
    High Point University
    High Point, NC
  • 08/2019 → 05/2023
    High Point University
    High Point, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Nashua, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-31
S63 Uniform Securities Agent State Law Examination 2023-09-22
  • S66 Uniform Combined State Law Examination
    2024-10-31
  • S63 Uniform Securities Agent State Law Examination
    2023-09-22
Other Names
  • J.P. Pallaria
  • John Pallaria

View on SEC IAPD

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