SD
SD

Scott Doucet

24 Years of Experience
Merrimack, NH
1 DisclosureBroker

Scott Doucet is a registered investment advisor at Strategic Advisers LLC, based in Merrimack, NH, with 24 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17027 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.70%
$5M+0.50%

Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Two Contra Way, Merrimack, NH, 03054-4334

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2012
Pending
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 2 mos
Fidelity Brokerage Services LLC
September 2012 - Present · 13 yrs 8 mos
Fidelity Brokerage Services LLCBroker
September 2012 - Present · 13 yrs 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
October 2012 - July 2018 · 5 yrs 9 mos
Cco Investment Services CORP.
August 2010 - August 2012 · 2 yrs
Cco Investment Services CORP.Broker
August 2010 - August 2012 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - August 2010 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - August 2010 · 10 mos
Banc of America Investment Services, INC.
January 2008 - October 2009 · 1 yr 9 mos
Banc of America Investment Services, INC.Broker
October 2007 - October 2009 · 2 yrs
MML Investors Services, INC.Broker
February 2002 - October 2007 · 5 yrs 8 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.