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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Nashua, 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
T-Mobile Nashua NH 01/2017 05/2024
Univerisity Of Massachusett Lowell Lowell MA 01/2014 06/2017
2020 Companies Burlington MA 05/2017 12/2017
Fidelity Investments Merrimack NH 06/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2017 → 05/2024
    T-Mobile
    Nashua, NH
  • 01/2014 → 06/2017
    Univerisity Of Massachusett Lowell
    Lowell, MA
  • 05/2017 → 12/2017
    2020 Companies
    Burlington, MA
  • 06/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Nashua, NH
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-04
  • S66 Uniform Combined State Law Examination
    2024-10-04
Other Names
  • Raj S Patel
  • Raj Patel

View on SEC IAPD

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