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Isaac Wyckoff

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 2025-09-02
TX RA APPROVED 2025-09-02
  • NH RA
    APPROVED
    Since 2025-09-02
  • TX RA
    APPROVED
    Since 2025-09-02

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
Regatta Group Llc Newmarket NH 06/2023 01/2024
Casa Systems Inc Andover MA 06/2022 06/2023
Parting Pro Inc Los Angeles CA 01/2022 06/2022
Indus Technology Inc Honolulu HI 08/2020 12/2021
24 Hour Fitness Honolulu HI 05/2020 08/2020
Willow Tree Korean Restaurant Kailua HI 05/2013 05/2020
Fidelity Investments Merrimack NH 01/2024 Present
University Of Hawaii At Manoa Kaneohe HI 08/2015 12/2019
  • 06/2023 → 01/2024
    Regatta Group Llc
    Newmarket, NH
  • 06/2022 → 06/2023
    Casa Systems Inc
    Andover, MA
  • 01/2022 → 06/2022
    Parting Pro Inc
    Los Angeles, CA
  • 08/2020 → 12/2021
    Indus Technology Inc
    Honolulu, HI
  • 05/2020 → 08/2020
    24 Hour Fitness
    Honolulu, HI
  • 05/2013 → 05/2020
    Willow Tree Korean Restaurant
    Kailua, HI
  • 01/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2015 → 12/2019
    University Of Hawaii At Manoa
    Kaneohe, HI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-05-01
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-05-01
Other Names
  • Isaac Paul Wyckoff
  • Isaac Wyckoff

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

More in Merrimack, NH

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