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Brian Dinnigan

Strategic Advisers LLC

Rindge, NH

Merrimack, NH

CRD 7882110

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

Rindge, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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 Merrmiack NH 02/2024 Present
Doordash San Francisco CA 08/2023 02/2024
Unemployed Rindge NH 06/2023 02/2024
Everbridge, Inc Burlington MA 02/2020 06/2023
Everbridge, Inc. Burlington MA 07/2018 01/2020
Everbridge, Inc. Burlington MA 02/2017 07/2018
Hakala Foundations, Inc. New Ipswich NH 06/2016 02/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2024 → Present
    Fidelity Investments
    Merrmiack, NH
  • 08/2023 → 02/2024
    Doordash
    San Francisco, CA
  • 06/2023 → 02/2024
    Unemployed
    Rindge, NH
  • 02/2020 → 06/2023
    Everbridge, Inc
    Burlington, MA
  • 07/2018 → 01/2020
    Everbridge, Inc.
    Burlington, MA
  • 02/2017 → 07/2018
    Everbridge, Inc.
    Burlington, MA
  • 06/2016 → 02/2017
    Hakala Foundations, Inc.
    New Ipswich, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rindge, NH
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-06
  • S66 Uniform Combined State Law Examination
    2024-09-06

View on SEC IAPD

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