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Benjamin Trotter

Strategic Advisers LLC

Merrimack, NH

Westford, 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 2025-07-03
NH RA APPROVED 2025-06-26
TX RA APPROVED 2025-06-26
  • MA RA
    APPROVED
    Since 2025-07-03
  • NH RA
    APPROVED
    Since 2025-06-26
  • TX RA
    APPROVED
    Since 2025-06-26

Branch Locations

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

Westford, 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
Sesuit Harbor Cafe Dennis MA 06/2017 08/2018
Platt Builders Groton MA 06/2019 08/2019
Vesper Country Club Tyngsboro MA 06/2021 06/2021
The Marshside Dennis MA 06/2021 10/2023
Domino'S Westford MA 01/2021 02/2021
Red Robin Gourmet Burgers And Brews West Hartford CT 12/2022 12/2022
Applebee'S International, Inc. Tewksbury MA 01/2023 01/2023
Bartaco West Hartford CT 02/2023 05/2023
Fidelity Investments Merrimack NH 01/2024 Present
Trinity College Hartford CT 09/2019 05/2023
Westford Academy Westford MA 09/2016 05/2019
Ups Chelmsford MA 06/2020 08/2020
  • 06/2017 → 08/2018
    Sesuit Harbor Cafe
    Dennis, MA
  • 06/2019 → 08/2019
    Platt Builders
    Groton, MA
  • 06/2021 → 06/2021
    Vesper Country Club
    Tyngsboro, MA
  • 06/2021 → 10/2023
    The Marshside
    Dennis, MA
  • 01/2021 → 02/2021
    Domino'S
    Westford, MA
  • 12/2022 → 12/2022
    Red Robin Gourmet Burgers And Brews
    West Hartford, CT
  • 01/2023 → 01/2023
    Applebee'S International, Inc.
    Tewksbury, MA
  • 02/2023 → 05/2023
    Bartaco
    West Hartford, CT
  • 01/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2019 → 05/2023
    Trinity College
    Hartford, CT
  • 09/2016 → 05/2019
    Westford Academy
    Westford, MA
  • 06/2020 → 08/2020
    Ups
    Chelmsford, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-24
S63 Uniform Securities Agent State Law Examination 2024-05-01
  • S66 Uniform Combined State Law Examination
    2025-06-24
  • S63 Uniform Securities Agent State Law Examination
    2024-05-01
Other Names
  • Benjamin John Trotter

View on SEC IAPD

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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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