Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Peabody, 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
Tilly'S Peabody MA 06/2019 08/2019
Unemployed Peabody MA 09/2021 04/2022
Unemployed Peabody MA 09/2019 10/2019
Progress Software Corp Burlington MA 05/2022 05/2024
Abercrombie & Fitch Peabody MA 06/2020 08/2020
Fidelity Investments Merrimack NH 06/2024 Present
Spinelli'S Function Facility Peabody MA 06/2021 08/2021
Skillz Check Peabody MA 06/2021 08/2021
Unemployed Peabody MA 02/2020 05/2020
Unemployed Peabody MA 09/2020 05/2021
Macy'S Peabody MA 11/2019 01/2020
Unemployed Peabody MA 06/2014 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 08/2019
    Tilly'S
    Peabody, MA
  • 09/2021 → 04/2022
    Unemployed
    Peabody, MA
  • 09/2019 → 10/2019
    Unemployed
    Peabody, MA
  • 05/2022 → 05/2024
    Progress Software Corp
    Burlington, MA
  • 06/2020 → 08/2020
    Abercrombie & Fitch
    Peabody, MA
  • 06/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2021 → 08/2021
    Spinelli'S Function Facility
    Peabody, MA
  • 06/2021 → 08/2021
    Skillz Check
    Peabody, MA
  • 02/2020 → 05/2020
    Unemployed
    Peabody, MA
  • 09/2020 → 05/2021
    Unemployed
    Peabody, MA
  • 11/2019 → 01/2020
    Macy'S
    Peabody, MA
  • 06/2014 → 05/2019
    Unemployed
    Peabody, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Peabody, MA
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-26
  • S66 Uniform Combined State Law Examination
    2024-11-26

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Merrimack, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor