Suzanne S. Newhall
Professional summary
Suzanne Shortlidge Newhall, CFP®, who also goes by Suzanne S Newhall, Suzanne S. Newhall, Suzanne Shortlidge Newhall, Suzanne Blair Shortlidge, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Newburyport, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Danvers, Massachusetts.
Suzanne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Suzanne has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 9 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Suzanne Shortlidge Newhall's CRS (Customer Relationship Summary).
Certified licenses
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
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 152 Endicott Street, Danvers, MA 01923-3619June 6, 2008 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 152 Endicott Street, Danvers, MA 01923July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
August 24, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
January 14, 1991 - April 30, 1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
January 14, 1991 - April 30, 1993
SIGNATOR INVESTORS, INC.
May 10, 1989 - November 9, 1990
AMUNDI DISTRIBUTOR US, INC.
September 9, 1987 - May 10, 1989
THE PIONEER GROUP, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/10/2017)
(6/17/2008)
(3/1/2024)
(3/18/2021)
(6/17/2008)
(1/4/2019)
(3/1/2024)
(3/1/2024)
(3/1/2024)
(1/2/2009)
(3/1/2024)
(6/17/2008)
(3/31/2025)
(6/13/2008)
(9/16/2019)
(3/25/2023)
(6/17/2008)
(1/4/2019)
(3/1/2024)
(1/2/2009)
(1/2/2009)
(1/27/2020)
(3/31/2025)
(1/7/2022)
(7/13/2017)
(8/10/2017)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Newburyport, MATRUST BUT VERIFY
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