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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
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

Boston, MA • 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
Fidelity Investments Merrimack NH 07/2024 Present
Nutile Field Winchester MA 02/2019 08/2019
George Nowell Winchester MA 06/2020 06/2024
University Of Massachusetts - Amherst Amherst MA 09/2020 05/2024
Winchester High School Winchester MA 06/2016 06/2020
Fidelity Investments Boston MA 03/2025 Present
  • 07/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 02/2019 → 08/2019
    Nutile Field
    Winchester, MA
  • 06/2020 → 06/2024
    George Nowell
    Winchester, MA
  • 09/2020 → 05/2024
    University Of Massachusetts - Amherst
    Amherst, MA
  • 06/2016 → 06/2020
    Winchester High School
    Winchester, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Winchester, MA
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-23
  • S66 Uniform Combined State Law Examination
    2024-12-23
Other Names
  • Derek S Kimball
  • Derek Kimball

View on SEC IAPD

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