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Advisor at STRATEGIC ADVISERS LLC
GOFFSTOWN, NH | MERRIMACK, NH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | n/a | yes | MERRIMACK, NH|GOFFSTOWN, NH | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 1, 2019 | Mar 31, 2025 | no | MERRIMACK, NH | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | May 30, 2018 | May 23, 2019 | no | BURLINGTON, MA | Previous registration |
| EAGLE POINT INVESTMENT ADVISORS, INC. | State registered | May 1, 2015 | Dec 26, 2018 | no | BEDFORD, NH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 14, 2015 | Jun 5, 2018 | no | BEDFORD, NH | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 6, 2012 | Jan 28, 2013 | no | MERRIMACK, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| VALIC FINANCIAL ADVISORS, INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | May 23, 2019 | Jul 1, 2019 | 39 | Firm change | Ibd to ibd |
| EAGLE POINT INVESTMENT ADVISORS, INC. | VALIC FINANCIAL ADVISORS, INC. | Dec 26, 2018 | May 30, 2018 | -210 | Firm change after gap | Other |
| LPL FINANCIAL LLC | EAGLE POINT INVESTMENT ADVISORS, INC. | Jun 5, 2018 | May 1, 2015 | -1,131 | Firm change after gap | RIA to state RIA |
| STRATEGIC ADVISERS LLC | LPL FINANCIAL LLC | Jan 28, 2013 | Jan 14, 2015 | 716 | Firm change after gap | Other |