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Bradley L. Wallace

Strategic Advisers LLC

Exeter, NH

Merrimack, 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 2025-09-29
TX RA APPROVED 2025-09-29
  • NH RA
    APPROVED
    Since 2025-09-29
  • TX RA
    APPROVED
    Since 2025-09-29

Branch Locations

Exeter, 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
Orono School Dept. Orono ME 09/2023 12/2023
Purdy Powers & Co. Portland ME 06/2023 08/2023
Unemployed Westbrook ME 08/2005 07/2020
Td Bank Portland ME 06/2022 08/2022
Market Basket Westbrook ME 07/2020 08/2020
Unemployed Westbrook ME 08/2023 06/2024
Westbrook School Dept. Westbrook ME 12/2021 12/2023
Unemployed Westbrook ME 08/2020 05/2021
Fidelity Investments Merrimack NH 06/2024 Present
South Portland School Dept. South Portland ME 05/2023 12/2023
Revolution Field Strategies Portland ME 07/2021 05/2022
Puritan Medical Products Gulford ME 05/2021 07/2021
  • 09/2023 → 12/2023
    Orono School Dept.
    Orono, ME
  • 06/2023 → 08/2023
    Purdy Powers & Co.
    Portland, ME
  • 08/2005 → 07/2020
    Unemployed
    Westbrook, ME
  • 06/2022 → 08/2022
    Td Bank
    Portland, ME
  • 07/2020 → 08/2020
    Market Basket
    Westbrook, ME
  • 08/2023 → 06/2024
    Unemployed
    Westbrook, ME
  • 12/2021 → 12/2023
    Westbrook School Dept.
    Westbrook, ME
  • 08/2020 → 05/2021
    Unemployed
    Westbrook, ME
  • 06/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 05/2023 → 12/2023
    South Portland School Dept.
    South Portland, ME
  • 07/2021 → 05/2022
    Revolution Field Strategies
    Portland, ME
  • 05/2021 → 07/2021
    Puritan Medical Products
    Gulford, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-25
S63 Uniform Securities Agent State Law Examination 2024-09-24
  • S66 Uniform Combined State Law Examination
    2025-09-25
  • S63 Uniform Securities Agent State Law Examination
    2024-09-24
Other Names
  • Bradley L Wallace
  • Bradley Wallace
  • Bradley L Wallace

View on SEC IAPD

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