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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-06-05
NH RA APPROVED 2025-06-02
TX RA APPROVED 2025-06-02
  • MA RA
    APPROVED
    Since 2025-06-05
  • NH RA
    APPROVED
    Since 2025-06-02
  • TX RA
    APPROVED
    Since 2025-06-02

Branch Locations

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

Melrose, 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
Fidelity Investments Merrimack NH 01/2024 Present
Fedex Ground Willington CT 10/2023 12/2023
Unemployed Spencer MA 01/2023 10/2023
Toolsgroup Boston MA 12/2020 01/2023
Energy Baseball Worcester MA 10/2023 10/2023
Energy Baseball Worcester MA 04/2020 08/2021
Unemployed Spencer MA 03/2016 10/2016
Oracle Burlington MA 09/2019 11/2020
Rescue One Financial Irvine CA 08/2017 08/2019
Sureco Insurance Santa Ana CA 01/2017 06/2017
Ups Shrewsbury MA 10/2016 12/2016
  • 01/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 10/2023 → 12/2023
    Fedex Ground
    Willington, CT
  • 01/2023 → 10/2023
    Unemployed
    Spencer, MA
  • 12/2020 → 01/2023
    Toolsgroup
    Boston, MA
  • 10/2023 → 10/2023
    Energy Baseball
    Worcester, MA
  • 04/2020 → 08/2021
    Energy Baseball
    Worcester, MA
  • 03/2016 → 10/2016
    Unemployed
    Spencer, MA
  • 09/2019 → 11/2020
    Oracle
    Burlington, MA
  • 08/2017 → 08/2019
    Rescue One Financial
    Irvine, CA
  • 01/2017 → 06/2017
    Sureco Insurance
    Santa Ana, CA
  • 10/2016 → 12/2016
    Ups
    Shrewsbury, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-22
S63 Uniform Securities Agent State Law Examination 2024-04-11
  • S66 Uniform Combined State Law Examination
    2025-05-22
  • S63 Uniform Securities Agent State Law Examination
    2024-04-11
Other Names
  • Oliver Daniel Collette
  • Oliver Collette

View on SEC IAPD

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