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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

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

Boston, 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
Cochrane Global Fredericksburg VA 06/2022 05/2024
Elon University Elon NC 09/2019 05/2020
Elon University Elon NC 08/2021 05/2022
Tnt Fireworks Londonderry NH 06/2020 07/2020
Castleton Banquet Center Windham NH 05/2016 08/2019
Dogfish Taco Company - Peter J Higgins Chatham MA 05/2022 06/2022
Techtarget Auburndale MA 06/2024 06/2024
Home Fashions Distrubutions Inc Dover NH 12/2019 08/2020
Elon University Elon NC 08/2020 04/2021
Fidelity Investments Merrimack NH 07/2024 Present
Aruza Marketing Charlotte NC 05/2021 08/2021
Salem Boys And Girls Club Salem NH 06/2019 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 05/2024
    Cochrane Global
    Fredericksburg, VA
  • 09/2019 → 05/2020
    Elon University
    Elon, NC
  • 08/2021 → 05/2022
    Elon University
    Elon, NC
  • 06/2020 → 07/2020
    Tnt Fireworks
    Londonderry, NH
  • 05/2016 → 08/2019
    Castleton Banquet Center
    Windham, NH
  • 05/2022 → 06/2022
    Dogfish Taco Company - Peter J Higgins
    Chatham, MA
  • 06/2024 → 06/2024
    Techtarget
    Auburndale, MA
  • 12/2019 → 08/2020
    Home Fashions Distrubutions Inc
    Dover, NH
  • 08/2020 → 04/2021
    Elon University
    Elon, NC
  • 07/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 05/2021 → 08/2021
    Aruza Marketing
    Charlotte, NC
  • 06/2019 → 08/2019
    Salem Boys And Girls Club
    Salem, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-21
  • S66 Uniform Combined State Law Examination
    2024-11-21

View on SEC IAPD

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