Adam GaudreauCRD Number: 5926362
Current Firm: Strategic Advisers, Inc.
Adam Gaudreau (CRD# 5926362) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Merrimack, NH and has over 5 years of experience in the finance industry.
United Planners' Financial Services Of America A Limited Partner
Signator Investors, Inc.
|Fidelity Brokerage Services LLC||Merrimack, NH||Sep 2014 - Current||2|
|Nks Wireless Inc.||Derry, NH||Apr 2014 - Sep 2014||< 1|
|Fidelity Investments||Merrimack, NH||May 2011 - Apr 2014||2|
|Unemployed||Londonderry, NH||Jan 2011 - May 2011||< 1|
|Assumption College Student Activities||Worcester, MA||Oct 2010 - Dec 2010||< 1|
|Assumption College||Worcester, MA||Sep 2008 - Dec 2010||2|
|Abercrombie & Fitch||Marlboro, MA||Sep 2010 - Oct 2010||< 1|
|Chatham Bars Inn||Chatham, MA||Jul 2010 - Aug 2010||< 1|
|Grapevine Property Services Inc.||Hooksett, NH||Jun 2008 - Jun 2010||2|
|Norwich University||Northfield, VT||Sep 2006 - May 2008||1|
|Elite Hockey Camp||Northfield, VT||Jun 2006 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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