Strategic Advisers
39yrs
Top advisor by experience in Merrimack
28yrs
Brian Haggerty
Financial advisor at Strategic Advisers
Based in Merrimack, New Hampshire, Brian Haggerty is a fiduciary financial advisor with 28 years of industry experience. Brian has been with Strategic Advisers since 2025; before that, Brian spent three years at Fidelity Personal and Workplace Advisors and eight years at Virtus Investment Advisers. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 560 advisors with offices in Merrimack, and one of 552 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 5% by experience at Strategic Advisers
OfficeTwo Contra Way, Merrimack, NH 03054
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2012 – 2020Virtus Investment Advisers, LLCPreviously
- Sep 2003 – Nov 2003John Hancock Investment Management LLCPreviously
- Sep 2003 – Nov 2003Manulife Investment Management (us) LLCPreviously
Contact Brian
(617) 563-7000Firm headquarters in Boston, MA. Ask for Brian. Two Contra WayMerrimack, NH 03054Office · Get directions
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Strategic Advisers at (617) 563-7000 and ask for Brian Haggerty. Brian works from the Merrimack, NH office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1999, about 28 years. Top 5% by experience at Strategic Advisers.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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