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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

Melrose, 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
Amherst College Amherst MA 09/2022 05/2023
Amherst College Amherst MA 08/2019 05/2023
Partners Personnel Santa Barbara CA 06/2022 08/2022
Unemployed Melrose MA 08/2018 03/2019
Bellevue Golf Club Melrose MA 05/2021 09/2021
Vikings Baseball Saugus MA 03/2019 08/2020
Morrison Mahoney Llp Boston MA 05/2018 08/2019
Department Of Conservation & Recreation Melrose MA 05/2018 08/2018
Mount Hood Golf Club Melrose MA 03/2019 06/2020
Melrose Department Of Public Works Melrose MA 05/2017 08/2017
Thomas Flanagan Middleton MA 06/2023 09/2023
Unemployed Melrose MA 01/2013 05/2017
Holderness School Plymouth NH 01/2016 05/2018
Fidelity Investments Merrimack NH 09/2023 Present
Ibew Local 134 Chicago IL 09/2020 11/2020
Builtworlds Chicago IL 06/2022 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → 05/2023
    Amherst College
    Amherst, MA
  • 08/2019 → 05/2023
    Amherst College
    Amherst, MA
  • 06/2022 → 08/2022
    Partners Personnel
    Santa Barbara, CA
  • 08/2018 → 03/2019
    Unemployed
    Melrose, MA
  • 05/2021 → 09/2021
    Bellevue Golf Club
    Melrose, MA
  • 03/2019 → 08/2020
    Vikings Baseball
    Saugus, MA
  • 05/2018 → 08/2019
    Morrison Mahoney Llp
    Boston, MA
  • 05/2018 → 08/2018
    Department Of Conservation & Recreation
    Melrose, MA
  • 03/2019 → 06/2020
    Mount Hood Golf Club
    Melrose, MA
  • 05/2017 → 08/2017
    Melrose Department Of Public Works
    Melrose, MA
  • 06/2023 → 09/2023
    Thomas Flanagan
    Middleton, MA
  • 01/2013 → 05/2017
    Unemployed
    Melrose, MA
  • 01/2016 → 05/2018
    Holderness School
    Plymouth, NH
  • 09/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2020 → 11/2020
    Ibew Local 134
    Chicago, IL
  • 06/2022 → 08/2022
    Builtworlds
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Melrose, MA
    Merrimack, NH
Other Businesses

OBA-103160|OrgNmn:Doordash|Org Addr:San Franci,California,US|OBA Nature:Food delivery|Invst Rel:N|Title:Dasher|Duties:Independent contract |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-128208|OrgNmn:Crovo Sports|Org Addr:Danvers,Massachuse,US|OBA Nature:AAU baseball program |Invst Rel:N|Title:Head Coach |Duties:Head coach for 13u aau baseball team|StrtDt:06-01-25|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-11
S63 Uniform Securities Agent State Law Examination 2024-01-05
  • S66 Uniform Combined State Law Examination
    2024-12-11
  • S63 Uniform Securities Agent State Law Examination
    2024-01-05
Other Names
  • Greg Mcgunigle
  • Gregory William Mcgunigle

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