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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

South Boston, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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 10/2022 Present
Semcasting North Andover MA 07/2022 10/2023
Boston Enviromental Safety Technologies Llc Portsmouth NH 02/2021 02/2022
University System Of New Hampshire Durham NH 09/2018 10/2020
Lululemon Kittery ME 10/2020 05/2022
Sky Meadow Country Club Nashua NH 05/2019 07/2022
Princeton Properties Lowell MA 11/2016 02/2021
Valicenti Pasta Farm Hollis NH 05/2016 08/2019
Amherst Lable Company Milford NH 05/2017 06/2017
University Of New Hampshire Durham NH 08/2018 05/2022
Holderness Plymouth NH 11/2015 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2022 → 10/2023
    Semcasting
    North Andover, MA
  • 02/2021 → 02/2022
    Boston Enviromental Safety Technologies Llc
    Portsmouth, NH
  • 09/2018 → 10/2020
    University System Of New Hampshire
    Durham, NH
  • 10/2020 → 05/2022
    Lululemon
    Kittery, ME
  • 05/2019 → 07/2022
    Sky Meadow Country Club
    Nashua, NH
  • 11/2016 → 02/2021
    Princeton Properties
    Lowell, MA
  • 05/2016 → 08/2019
    Valicenti Pasta Farm
    Hollis, NH
  • 05/2017 → 06/2017
    Amherst Lable Company
    Milford, NH
  • 08/2018 → 05/2022
    University Of New Hampshire
    Durham, NH
  • 11/2015 → 05/2018
    Holderness
    Plymouth, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    South Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-08
S63 Uniform Securities Agent State Law Examination 2024-02-14
  • S66 Uniform Combined State Law Examination
    2024-11-08
  • S63 Uniform Securities Agent State Law Examination
    2024-02-14

View on SEC IAPD

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