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Suzanne Newhall

Suzanne Newhall

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CRD#: 1400527
Suzanne Newhall
Suzanne Newhall

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Suzanne Newhall, CFP®, who also goes by Suzanne S Newhall, Suzanne S. Newhall, Suzanne Shortlidge Newhall, Suzanne Blair Shortlidge, was a registered financial professional .

Suzanne is a previously registered financial professional and started their career in finance in 1987. Suzanne had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 9 exams.

At a Glance

Min. Asset: $500K–$1M

Services Offered

Investment Planning
Retirement Planning

Biography

I partner with my clients to identify their financial goals, so that we can design and implement a plan for retirement.

Aliases

Suzanne S Newhall | Suzanne S. Newhall | Suzanne Shortlidge Newhall | Suzanne Blair Shortlidge

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Education

Suffolk University

Master of Business Administration (MBA) - Organization Development

1994

University of Rhode Island

Bachelor of Arts (BA) - Political Science

1984

Experience

Past

March 31, 2025 - August 12, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
NEWBURYPORT, MA
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

August 24, 2011 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
DANVERS, MA
Past

June 6, 2008 - August 12, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
DANVERS, MA
Past

January 14, 1991 - April 30, 1993

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
Past

January 14, 1991 - April 30, 1993

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
Past

May 10, 1989 - November 9, 1990

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
Past

September 9, 1987 - May 10, 1989

THE PIONEER GROUP, INC.

BD
CRD#: 1932

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/22/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/12/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/5/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/2/1987
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 7/28/2011
General Securities Sales Supervisor - Options Module Examination

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC ADVISERS LLC

Vice President, Financial ConsultantCRD#: 104555

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Contact information

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xxxxx@xxxx.xxx

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