James P. Leary
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
NASHUA, NH
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CRD#: 5224007
Professional summary
James Prescott Leary, CFP®, who also goes by James Prescott Leary, Jamie P Leary, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Nashua, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Nashua, New Hampshire.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. James has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
For over a decade I have built many strong relationships with local families and business owners helping them plan, invest and manage their wealth. Every clients' situation is unique and I take pride in helping them develop a plan that is customized to their own personal situation and preferences.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
James Prescott Leary | Jamie P Leary
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.
CRS (Client Relationship Summary) - RIA
Click below to view James Prescott Leary's CRS (Customer Relationship Summary).
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®
Start date: 2010
Education
University of Massachusetts
Bachelor of Business Administration - Finance
2004
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 225 Daniel Webster Hwy, Nashua, NH 03060-5536RIA
CRD#: 104555
NASHUA, NH
Current
November 15, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 225 Daniel Webster Highway, Nashua, NH 03060-5536BD
CRD#: 7784
NASHUA, NH
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NASHUA, NH
Past
November 25, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NASHUA, NH
Past
June 10, 2013 - October 16, 2013
TD AMERITRADE, INC.
RIA
CRD#: 7870
BURLINGTON, MA
Past
June 10, 2013 - October 16, 2013
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
BURLINGTON, MA
Past
June 4, 2013 - October 16, 2013
TD AMERITRADE, INC.
BD
CRD#: 7870
BURLINGTON, MA
Past
March 18, 2008 - March 11, 2013
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SARASOTA, FL
Past
December 14, 2006 - March 8, 2013
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SARASOTA, FL
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(10/10/2019)
RR
California(11/15/2013)
RR
Colorado(10/17/2019)
RR
Connecticut(11/15/2013)
RR
Delaware(7/21/2023)
RR
Florida(11/15/2013)
RR
Georgia(1/6/2023)
RR
Illinois(1/7/2025)
RR
Maine(11/15/2013)
RR
Maryland(10/22/2019)
RR
Massachusetts(11/15/2013)
IAR
Massachusetts(3/31/2025)
RR
Michigan(11/17/2020)
RR
Montana(3/4/2022)
RR
New Hampshire(11/15/2013)
IAR
New Hampshire(3/31/2025)
RR
New Jersey(11/15/2013)
RR
New Mexico(6/11/2024)
RR
New York(10/9/2019)
RR
North Carolina(10/17/2019)
RR
Ohio(3/8/2022)
RR
Pennsylvania(10/18/2019)
RR
South Carolina(10/10/2019)
RR
South Dakota(9/9/2022)
RR
Tennessee(9/29/2023)
RR
Texas(11/15/2013)
IAR
Texas(3/31/2025)
RR
Vermont(11/15/2013)
RR
Virginia(11/17/2020)
RR
Washington(3/25/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
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)Upgrade to AdvisorCheck Premium
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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
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Nashua, NHTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
