Merrimack, NH Office

Team
Updated today
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Fidelity

Institution

Firm-wide stats for Fidelity

Total advisors

17,062

Across 1,880 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, including retail and institutional investors, an IRS‑qualified Charitable Gift Fund, and registered investment companies. Its services include discretionary portfolio management, non‑discretionary advisory work, fund advisory (including multi‑manager and fund‑of‑funds structures), management and consulting, and delivery of model portfolios to intermediary platforms.

The firm’s investment process blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction; model portfolios are constructed from an investable universe of mutual funds, ETFs, and ETPs using systematic methodologies and long‑term asset allocation benchmarks. Strategic Advisers may delegate day‑to‑day management to affiliated or unaffiliated sub‑advisers, applies oversight controls, and evaluates share classes and allocations with the stated aim of addressing related conflicts of interest.

Distinctive features noted in the brochure include Strategic Advisers’ registration with the CFTC as a commodity pool operator and membership in the NFA, and its formal advisory role to multiple registered investment companies and fund‑of‑funds—activities that are less common among large institutional peers. The brochure also highlights its role in constructing and delivering model portfolios for Fidelity Institutional Wealth Adviser, its documented use of algorithmic methods and AI/LLMs in research, and established proxy‑voting and governance procedures for the funds it advises.

Based on Fidelity

Expertise

Charitable giving & philanthropy Active portfolio management

Based on Fidelity

Location

Merrimack NH

Advisors at this office

9

Advisors at this office

Baban B

Series 63, Series 66

Merrimack, NH

Fidelity

Baban Beg is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2010. He began his career at the firm as a Retirement Relationship Manager, serving in that role from 2010 to 2018. He then advanced to the position of Director, Retirement Planner, which he held from 2018 to 2023 before assuming his current role. Throughout his tenure at Fidelity Investments, Baban has focused on assisting clients in pursuing their financial goals through customized planning and guidance. His experience includes retirement planning and relationship management, supported by his insurance licenses in Arkansas and California. No additional information regarding education, personal interests, or community involvement has been provided.

General retirement planning Retirement income strategy Income planning Social Security optimization Medicare planning

David F

Series 63, Series 66

Merrimack, NH

Fidelity

David Frothingham is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2006. He partners with clients to customize financial plans that align with their family's unique goals and needs. Prior to his current role, he served as an Income Planning Consultant from 2005 to 2006 and as a Retirement Representative from 1995 to 1997 at Fidelity Investments. David holds insurance licenses in Arkansas and California, supporting his expertise in financial planning and client advisory. Outside of his professional work, he has personal interests in hiking and soccer.

Income planning Retirement income strategy General retirement planning Executive
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Alexander F

Series 63, Series 66

Merrimack, NH

Fidelity

Alexander Fernandez Rana is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity in various roles since 2007. Outside of his advisory work, he serves as a director on the board of Quayside Yacht Club, a private yacht club in New Hampshire. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios using mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management

Jessica R

Series 63, Series 66

Merrimack, NH

Fidelity

Jessica Racicot is a Vice President and Wealth Planner at Fidelity Investments. In her current role, she partners with clients to identify opportunities that strengthen their financial situations through formal financial planning. Jessica has been with Fidelity Investments since 2013, progressing through roles including Pension Associate, Guidance Associate I and II, Client Management Representative, Portfolio Specialist, Financial Consultant, and now Vice President, Wealth Planner. She holds insurance licenses in Arkansas and California.

General retirement planning Wealth management Cash flow / budgeting

Christian V

Series 63, Series 66

Merrimack, NH

Fidelity

Christian Vitone is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with clients to understand their financial needs and benefits plans, providing tools and knowledge to support informed financial decisions. Prior to this, he held positions including Benefits & Planning Consultant and Investment Solutions Representative within Fidelity's Executive Services, starting in 2018 with the High Net Worth Service Associate role. Christian's financial services career began at Merrill Lynch - Bank of America, where he worked as a Financial & Portfolio Advisor from 2016 to 2018. He holds a California Insurance License. Outside of his professional work, Christian engages in family activities, fitness, movies, running, theater, and writing.

Exec comp design Liquidity event planning Stock option exercise strategy Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Executive
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Robert C

Series 63, Series 66

Merrimack, NH

Fidelity

Robert Crowley is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in multiple roles within Fidelity since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, management of fund‑of‑funds structures, and formal advisory roles to registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Paul B

Series 63, Series 66

Merrimack, NH

Fidelity

Paul Bolles is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various divisions within Fidelity since 2005. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Christel S

Series 66

Merrimack, NH

Fidelity

Christel Smit is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Charitable giving & philanthropy Active portfolio management

Nicholas S

Series 63, Series 66

Merrimack, NH

Fidelity

Nick Siik is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2005, serving in various roles including National Planning Consultant, Account Executive, Investment Consultant, and Retirement Investment Specialist. His professional focus includes comprehensive financial planning and investment consulting. Nick holds insurance licenses in Arkansas and California. His approach emphasizes careful attention to detail and proactive steps to support his clients' financial goals, as reflected in his personal statement about the importance of continual progress. Outside of his professional work, Nick engages in activities such as family time, fitness, skiing, traveling, and volunteering.

Retirement income strategy General retirement planning Income planning Executive
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