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John J. Cassidy

Strategic Advisers LLC

Portland, ME

Bath, ME

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • ME RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States

Bath, ME • 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
Camden National Bank Boothbay Harbor ME 10/2022 02/2024
Comstar Technologies, Llc West Chester PA 01/2017 10/2019
Fidelity Investments Portland ME 03/2024 Present
Starbucks Coffee Company Seattle WA 10/2019 10/2022
Starbucks Coffee Company Seattle WA 07/2015 01/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → 02/2024
    Camden National Bank
    Boothbay Harbor, ME
  • 01/2017 → 10/2019
    Comstar Technologies, Llc
    West Chester, PA
  • 03/2024 → Present
    Fidelity Investments
    Portland, ME
  • 10/2019 → 10/2022
    Starbucks Coffee Company
    Seattle, WA
  • 07/2015 → 01/2017
    Starbucks Coffee Company
    Seattle, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bath, ME
    Portland, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-24
  • S66 Uniform Combined State Law Examination
    2024-07-24
Other Names
  • John J Cassidy
  • John Joseph Cassidy

View on SEC IAPD

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PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
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