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Brennan Mcinnis

Strategic Advisers LLC

Merrimack, NH

Manchester, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-31
TX RA APPROVED 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

Manchester, NH • 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 Merrimack NH 09/2023 Present
Bernies Beach Bar Hampton NH 06/2023 09/2023
Merrimack College North Andover NH 08/2018 08/2023
Genesis Healthcare Exeter NH 06/2021 08/2021
Merrimack College North Andover NH 01/2019 08/2021
New Hampshire Tomahawks Llc Bedford NH 01/2013 01/2021
Don Deslaurier Llc Goffstown NH 12/2012 01/2020
Bishop Guertin High School Nashua NH 08/2014 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 09/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2023 → 09/2023
    Bernies Beach Bar
    Hampton, NH
  • 08/2018 → 08/2023
    Merrimack College
    North Andover, NH
  • 06/2021 → 08/2021
    Genesis Healthcare
    Exeter, NH
  • 01/2019 → 08/2021
    Merrimack College
    North Andover, NH
  • 01/2013 → 01/2021
    New Hampshire Tomahawks Llc
    Bedford, NH
  • 12/2012 → 01/2020
    Don Deslaurier Llc
    Goffstown, NH
  • 08/2014 → 06/2018
    Bishop Guertin High School
    Nashua, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hampton, NH
    Merrimack, NH
Other Businesses

OBA-130060|OrgNmn:DDHI LLC|Org Addr:Goffstown,New Hampsh,US|OBA Nature:General contracting/landscapin|Invst Rel:N|Title:Independent Contractor|Duties:Working alongside the business owner completing general contracting tasks at local residences|StrtDt:05-14-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-11
S63 Uniform Securities Agent State Law Examination 2024-03-07
  • S66 Uniform Combined State Law Examination
    2024-12-11
  • S63 Uniform Securities Agent State Law Examination
    2024-03-07
Other Names
  • Brennan Chase Mcinnis
  • Brennan Mcinnis

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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