Best Investors Account Sign in

Douglas Williams

Strategic Advisers LLC

Merrimack, NH

Malden, MA

Claim This Profile
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

Malden, 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
Zen Habitats Boston MA 04/2022 06/2024
Fidelity Investments Merrimack NH 06/2024 Present
The Essex Steam Train And Riverboat Essex CT 09/2014 10/2021
Fred'S Auto Center Essex CT 01/2013 08/2020
North American Entertainment Group Essex CT 10/2021 03/2022
Scotch Plains Tavern Essex CT 11/2017 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → 06/2024
    Zen Habitats
    Boston, MA
  • 06/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2014 → 10/2021
    The Essex Steam Train And Riverboat
    Essex, CT
  • 01/2013 → 08/2020
    Fred'S Auto Center
    Essex, CT
  • 10/2021 → 03/2022
    North American Entertainment Group
    Essex, CT
  • 11/2017 → 05/2018
    Scotch Plains Tavern
    Essex, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Malden, MA
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-11
  • S66 Uniform Combined State Law Examination
    2024-11-11
Other Names
  • Douglas Williams
  • Douglas Peter Williams

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

More in Merrimack, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor