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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-14
NH RA APPROVED 2025-11-14
TX RA APPROVED 2025-11-14
  • MA RA
    APPROVED
    Since 2025-11-14
  • NH RA
    APPROVED
    Since 2025-11-14
  • TX RA
    APPROVED
    Since 2025-11-14

Branch Locations

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

Leominster, 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
- Leominster MA 03/2020 03/2021
- Leominster MA 05/2002 06/2017
Fidelity Investments Merrimack NH 06/2024 Present
Nathan Bilotta Crpc Ma MA 05/2023 08/2023
The International Golf Club And Resort Ma MA 03/2019 03/2020
Orchard Hills Athletic Club Ma MA 06/2018 03/2019
Alku Ma MA 06/2023 08/2023
Fmc Ice Sports Ma MA 03/2022 05/2024
Sterling National Country Club Ma MA 03/2021 06/2023
Us Soccer Referee Association Ma MA 06/2017 03/2019
  • 03/2020 → 03/2021
    -
    Leominster, MA
  • 05/2002 → 06/2017
    -
    Leominster, MA
  • 06/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 05/2023 → 08/2023
    Nathan Bilotta Crpc
    Ma, MA
  • 03/2019 → 03/2020
    The International Golf Club And Resort
    Ma, MA
  • 06/2018 → 03/2019
    Orchard Hills Athletic Club
    Ma, MA
  • 06/2023 → 08/2023
    Alku
    Ma, MA
  • 03/2022 → 05/2024
    Fmc Ice Sports
    Ma, MA
  • 03/2021 → 06/2023
    Sterling National Country Club
    Ma, MA
  • 06/2017 → 03/2019
    Us Soccer Referee Association
    Ma, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-08-29
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-08-29

View on SEC IAPD

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