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Lindsey Shea Valeri

Strategic Advisers LLC

Merrimack, NH

Concord, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-16
NH RA APPROVED 2025-10-06
TX RA APPROVED 2025-10-06
  • MA RA
    APPROVED
    Since 2025-10-16
  • NH RA
    APPROVED
    Since 2025-10-06
  • TX RA
    APPROVED
    Since 2025-10-06

Branch Locations

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

Concord, NH • 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
Lynn Classical High School Lynn MA 09/2016 06/2020
Fidelity Investments Merrimack NH 07/2024 Present
Lynn Public Schools Lynn MA 12/2021 06/2024
Johns Roast Beef And Seafood Lynn MA 09/2015 09/2021
City Of Lynn Department Of Public Works Lynn MA 06/2021 08/2021
Bryant University Smithfield RI 08/2020 05/2024
The Cape Coral Boathouse Cape Coral FL 07/2022 08/2023
Enterprise Rent-A-Car Fort Myers FL 05/2023 08/2023
Bryant University Smithfield RI 08/2023 05/2024
Republica 38 Sevilla 09/2022 12/2022
  • 09/2016 → 06/2020
    Lynn Classical High School
    Lynn, MA
  • 07/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 12/2021 → 06/2024
    Lynn Public Schools
    Lynn, MA
  • 09/2015 → 09/2021
    Johns Roast Beef And Seafood
    Lynn, MA
  • 06/2021 → 08/2021
    City Of Lynn Department Of Public Works
    Lynn, MA
  • 08/2020 → 05/2024
    Bryant University
    Smithfield, RI
  • 07/2022 → 08/2023
    The Cape Coral Boathouse
    Cape Coral, FL
  • 05/2023 → 08/2023
    Enterprise Rent-A-Car
    Fort Myers, FL
  • 08/2023 → 05/2024
    Bryant University
    Smithfield, RI
  • 09/2022 → 12/2022
    Republica 38
    Sevilla
Other Businesses

OBA-131383|OrgNmn:Depop|Org Addr:Concord ,New Hampsh,US|OBA Nature:Selling old clothes on an app.|Invst Rel:N|Title:Seller|Duties:none|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-01
S63 Uniform Securities Agent State Law Examination 2025-01-03
  • S66 Uniform Combined State Law Examination
    2025-10-01
  • S63 Uniform Securities Agent State Law Examination
    2025-01-03
Other Names
  • Lindsey S Valeri
  • Lindsey Valeri

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

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