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Kyle Cocciardi

Strategic Advisers LLC

Merrimack, NH

Salem, 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 2025-03-31
TX RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Salem, 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
Student Standish ME 01/2021 01/2022
All State Insurance Gorham ME 01/2022 05/2022
Maryann'S Diner Windham NH 03/2017 08/2018
Blakes Creamery Manchester NH 06/2020 01/2021
Gorham Savings Windham ME 05/2022 06/2023
Moving Back To Nh Manchster NH 06/2023 08/2023
Student Standish ME 01/2020 06/2020
Mckinnons Shop Salem NH 11/2016 03/2017
Student Windham NH 09/2013 11/2016
Fidelity Investments Merrimack NH 02/2024 Present
Nbt Bank Manchster NH 08/2023 02/2024
Pizza 911 Manchester NH 05/2019 01/2020
Student Standish ME 08/2018 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 01/2021 → 01/2022
    Student
    Standish, ME
  • 01/2022 → 05/2022
    All State Insurance
    Gorham, ME
  • 03/2017 → 08/2018
    Maryann'S Diner
    Windham, NH
  • 06/2020 → 01/2021
    Blakes Creamery
    Manchester, NH
  • 05/2022 → 06/2023
    Gorham Savings
    Windham, ME
  • 06/2023 → 08/2023
    Moving Back To Nh
    Manchster, NH
  • 01/2020 → 06/2020
    Student
    Standish, ME
  • 11/2016 → 03/2017
    Mckinnons Shop
    Salem, NH
  • 09/2013 → 11/2016
    Student
    Windham, NH
  • 02/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2023 → 02/2024
    Nbt Bank
    Manchster, NH
  • 05/2019 → 01/2020
    Pizza 911
    Manchester, NH
  • 08/2018 → 05/2019
    Student
    Standish, ME
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Manchester, NH
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
S63 Uniform Securities Agent State Law Examination 2024-05-14
  • S66 Uniform Combined State Law Examination
    2025-01-31
  • S63 Uniform Securities Agent State Law Examination
    2024-05-14
Other Names
  • Kyle Cocciardi
  • Kyle P Cocciardi

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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