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Lillian Hope Whelan

Strategic Advisers LLC

Hingham, MA

Dorchester, MA

Dorchester, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

50 Derby St Ste 100, Hingham, MA 02043-3740 • United States

Dorchester, MA • United States

Dorchester, MA • 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 Hingham MA 06/2023 Present
Scoops Hull MA 05/2023 06/2023
Hartwick College Admissions Oneonta NY 03/2022 05/2023
Tipsy Tuna Hull MA 07/2021 08/2022
Frostbite Hull MA 05/2017 08/2022
Lowes Oneonta NY 01/2022 03/2022
Parks And Recreation Hull MA 07/2019 08/2019
Red Parrot Hull MA 06/2017 08/2018
Hull Public Schools District Hull MA 08/2012 06/2019
Hartwick College Oneonta NY 08/2019 05/2023
Hartwick College Oneonta NY 08/2020 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Hingham, MA
  • 05/2023 → 06/2023
    Scoops
    Hull, MA
  • 03/2022 → 05/2023
    Hartwick College Admissions
    Oneonta, NY
  • 07/2021 → 08/2022
    Tipsy Tuna
    Hull, MA
  • 05/2017 → 08/2022
    Frostbite
    Hull, MA
  • 01/2022 → 03/2022
    Lowes
    Oneonta, NY
  • 07/2019 → 08/2019
    Parks And Recreation
    Hull, MA
  • 06/2017 → 08/2018
    Red Parrot
    Hull, MA
  • 08/2012 → 06/2019
    Hull Public Schools District
    Hull, MA
  • 08/2019 → 05/2023
    Hartwick College
    Oneonta, NY
  • 08/2020 → 05/2023
    Hartwick College
    Oneonta, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hingham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-03
S63 Uniform Securities Agent State Law Examination 2023-12-15
  • S66 Uniform Combined State Law Examination
    2024-04-03
  • S63 Uniform Securities Agent State Law Examination
    2023-12-15

View on SEC IAPD

Other Firms

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ONE CHARLES PRIVATE WEALTH
PATRIOT MULLARE ASSOCIATES, INC
ALLEGIANCE FINANCIAL SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.
GORMAN FINANCIAL MANAGEMENT

Other Investors

FRANK O'BRIEN
PATRICK JOSEPH LANGAN
PATRICK J MCAULIFFE
Bryan K Turner
Daniel David Le
Christopher E Fahey
Andrew DAMIEN Burns
DAVID G CAPELLE

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
ONE CHARLES PRIVATE WEALTH · HINGHAM, MA
PATRIOT MULLARE ASSOCIATES, INC · HINGHAM, MA
ALLEGIANCE FINANCIAL SERVICES, INC. · HINGHAM, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Hingham, MA
GLOBAL VIEW CAPITAL MANAGEMENT LLC · HINGHAM, MA
RAYMOND JAMES & ASSOCIATES, INC. · Hingham, MA

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