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Jonathan Pilla

Strategic Advisers LLC

Merrimack, NH

Billerica, 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

Billerica, 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
Kroll Becker & Wing Llc Marlborough MA 03/2023 07/2023
Fox Painting Company Incorporated Arlington MA 11/2021 11/2022
Wilmington Family Dental Wilmington MA 10/2018 09/2019
Sugarbug Dental Chelmsford MA 04/2018 06/2018
Mooyah Burgers, Fries & Shakes Billerica MA 07/2017 09/2017
Demoulas Market Basket Billerica MA 08/2016 10/2017
University Of Massachusetts Lowell Billerica MA 09/2019 12/2022
Shawsheen Valley Technical High School Billerica MA 09/2015 06/2019
Bj'S Wholesale Club Marlborough MA 07/2023 09/2023
Fidelity Invstments Merrimack NH 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → 07/2023
    Kroll Becker & Wing Llc
    Marlborough, MA
  • 11/2021 → 11/2022
    Fox Painting Company Incorporated
    Arlington, MA
  • 10/2018 → 09/2019
    Wilmington Family Dental
    Wilmington, MA
  • 04/2018 → 06/2018
    Sugarbug Dental
    Chelmsford, MA
  • 07/2017 → 09/2017
    Mooyah Burgers, Fries & Shakes
    Billerica, MA
  • 08/2016 → 10/2017
    Demoulas Market Basket
    Billerica, MA
  • 09/2019 → 12/2022
    University Of Massachusetts Lowell
    Billerica, MA
  • 09/2015 → 06/2019
    Shawsheen Valley Technical High School
    Billerica, MA
  • 07/2023 → 09/2023
    Bj'S Wholesale Club
    Marlborough, MA
  • 09/2023 → Present
    Fidelity Invstments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Billerica, MA
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-08
S63 Uniform Securities Agent State Law Examination 2023-12-19
  • S66 Uniform Combined State Law Examination
    2024-11-08
  • S63 Uniform Securities Agent State Law Examination
    2023-12-19
Other Names
  • Jonathan Michael Pilla
  • Jonny Pilla
  • Jonathan Pilla

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
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

More in Merrimack, NH

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