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Daniel J. Gilbert

Strategic Advisers LLC

Merrimack, NH

Salem, 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
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 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

Salem, 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
Inter-Lakes Elementary School Meredith NH 09/2018 06/2023
Newfound Memorial Middle School Bristol NH 03/2016 06/2018
Fidelity Investments Merrimack NH 08/2023 Present
Plymouth State University Plymouth NH 09/2015 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 06/2023
    Inter-Lakes Elementary School
    Meredith, NH
  • 03/2016 → 06/2018
    Newfound Memorial Middle School
    Bristol, NH
  • 08/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2015 → 05/2017
    Plymouth State University
    Plymouth, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Salem, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-03
S63 Uniform Securities Agent State Law Examination 2024-02-29
  • S66 Uniform Combined State Law Examination
    2025-01-03
  • S63 Uniform Securities Agent State Law Examination
    2024-02-29
Other Names
  • Daniel Jay Gilbert

View on SEC IAPD

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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

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