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Ethan Thomas

Strategic Advisers LLC

Merrimack, NH

Waltham, 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 2025-09-17
NH RA APPROVED 2025-09-08
TX RA APPROVED 2025-09-08
  • MA RA
    APPROVED
    Since 2025-09-17
  • NH RA
    APPROVED
    Since 2025-09-08
  • TX RA
    APPROVED
    Since 2025-09-08

Branch Locations

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

Waltham, 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
Barrio Portsmouth Portsmouth NH 10/2021 03/2024
Fidelity Investments Merrimack NH 03/2024 Present
Enterprise Holdings Portsmouth NH 06/2023 09/2023
Unemployment Westwood MA 02/2018 08/2018
Unemployment Westwood MA 01/2014 05/2017
Target Corporation Westwood MA 06/2017 01/2018
Nosh&Grog Provision Medfield MA 09/2018 08/2022
  • 10/2021 → 03/2024
    Barrio Portsmouth
    Portsmouth, NH
  • 03/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2023 → 09/2023
    Enterprise Holdings
    Portsmouth, NH
  • 02/2018 → 08/2018
    Unemployment
    Westwood, MA
  • 01/2014 → 05/2017
    Unemployment
    Westwood, MA
  • 06/2017 → 01/2018
    Target Corporation
    Westwood, MA
  • 09/2018 → 08/2022
    Nosh&Grog Provision
    Medfield, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-09-04
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-09-04

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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