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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2026-08-27
TX RA APPROVED 2025-03-31
  • DE RA
    APPROVED
    Since 2026-08-27
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Rehoboth Beach, DE • United States

31 Park Avenue , Rehoboth Beach, DE 19971 • 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
Children'S Dyslexia Centers Lexington MA 09/2019 05/2023
Oyster River Cooperative School District - Sau 5 Durham NH 05/2010 07/2019
Wakefield School District - Sau 101 Sanbornville NH 03/2021 06/2021
Unemployed N/A XX 06/2023 09/2023
Fidelity Investments Merrimack NH 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 05/2023
    Children'S Dyslexia Centers
    Lexington, MA
  • 05/2010 → 07/2019
    Oyster River Cooperative School District - Sau 5
    Durham, NH
  • 03/2021 → 06/2021
    Wakefield School District - Sau 101
    Sanbornville, NH
  • 06/2023 → 09/2023
    Unemployed
    N/A, XX
  • 09/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Boston, MA
Other Businesses

OBA-128369|OrgNmn:Hawsie's Cottage|Org Addr:Rehoboth B,Delaware,US|OBA Nature:Rental property|Invst Rel:Y|Title:Partner|Duties:Management of rental property, personally owned by me and a sibling|StrtDt:06-02-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-30
S63 Uniform Securities Agent State Law Examination 2024-01-16
  • S66 Uniform Combined State Law Examination
    2024-12-30
  • S63 Uniform Securities Agent State Law Examination
    2024-01-16
Other Names
  • Sarah Nash

View on SEC IAPD

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