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Steven Gilman Kucklick

Strategic Advisers LLC

Merrimack, NH

Dublin, 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 2025-05-21
TX RA APPROVED 2025-05-21
  • NH RA
    APPROVED
    Since 2025-05-21
  • TX RA
    APPROVED
    Since 2025-05-21

Branch Locations

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

Dublin, 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 12/2023 Present
Fiveable Milwaukee WI 07/2023 09/2023
Salem High School Salem NH 08/2020 06/2023
Westwood High School Columbia SC 05/2016 06/2020
Historic Columbia Columbia SC 05/2016 03/2020
Fiveable Milwaukee WI 02/2023 05/2023
Fiveable Milwaukee WI 09/2019 05/2021
Conquest Brewing Columbia SC 05/2016 10/2017
  • 12/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2023 → 09/2023
    Fiveable
    Milwaukee, WI
  • 08/2020 → 06/2023
    Salem High School
    Salem, NH
  • 05/2016 → 06/2020
    Westwood High School
    Columbia, SC
  • 05/2016 → 03/2020
    Historic Columbia
    Columbia, SC
  • 02/2023 → 05/2023
    Fiveable
    Milwaukee, WI
  • 09/2019 → 05/2021
    Fiveable
    Milwaukee, WI
  • 05/2016 → 10/2017
    Conquest Brewing
    Columbia, SC
Other Businesses

OBA-121260|OrgNmn:Dublin School|Org Addr:Dublin,New Hampsh,US|OBA Nature:Private High School|Invst Rel:N|Title:Employee|Duties:I will be working with a duty team to assit with study hall and evening activity coverage one night a week. I will also be working one weekend|StrtDt:06-04-26|TotHrs/mon:18|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-16
S63 Uniform Securities Agent State Law Examination 2024-03-29
  • S66 Uniform Combined State Law Examination
    2025-05-16
  • S63 Uniform Securities Agent State Law Examination
    2024-03-29

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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