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Skyler Freitas

Strategic Advisers LLC

Merrimack, NH

Westford, 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 2025-04-17
NH RA APPROVED 2025-04-08
TX RA APPROVED 2025-04-08
  • MA RA
    APPROVED
    Since 2025-04-17
  • NH RA
    APPROVED
    Since 2025-04-08
  • TX RA
    APPROVED
    Since 2025-04-08

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Westford, 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
Keene Ice Keene NH 08/2017 07/2023
Kimball Farm Lancaster MA 05/2018 06/2022
Umass Amherst Amherst MA 09/2021 12/2021
Wachusett Mountain Westminster MA 12/2020 01/2023
Blackline Inc. Los Angelos CA 06/2022 08/2022
Oak Hill Country Club Fitchburg MA 05/2023 07/2023
Fidelity Investments Merrimack NH 08/2023 Present
Umass Amherst Amherst MA 09/2019 06/2023
Gardner High School Gardner MA 09/2015 06/2019
  • 08/2017 → 07/2023
    Keene Ice
    Keene, NH
  • 05/2018 → 06/2022
    Kimball Farm
    Lancaster, MA
  • 09/2021 → 12/2021
    Umass Amherst
    Amherst, MA
  • 12/2020 → 01/2023
    Wachusett Mountain
    Westminster, MA
  • 06/2022 → 08/2022
    Blackline Inc.
    Los Angelos, CA
  • 05/2023 → 07/2023
    Oak Hill Country Club
    Fitchburg, MA
  • 08/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2019 → 06/2023
    Umass Amherst
    Amherst, MA
  • 09/2015 → 06/2019
    Gardner High School
    Gardner, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-04
S63 Uniform Securities Agent State Law Examination 2024-02-23
  • S66 Uniform Combined State Law Examination
    2025-04-04
  • S63 Uniform Securities Agent State Law Examination
    2024-02-23
Other Names
  • Skyler Renee Freitas

View on SEC IAPD

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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

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