Chester H Wortham

Strategic Advisers LLC

Ellicott City, MD

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

MD RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States

Ellicott City, MD • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Bethesda	MD	05/2013	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2013 → Present

Fidelity Brokerage Services Llc

Bethesda, MD
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Bethesda, MD
2013-06-28 → 2018-07-13

Strategic Advisers Llc

Bethesda, MD
2008-11-17 → 2013-05-07

Msi Financial Services, Inc.

Elkridge, MD
2004-02-18 → 2006-11-22

Equitable Advisors, Llc

Columbia, MD

Columbia, MD
2002-03-22 → 2003-10-15

Waddell & Reed

Owings Mills, MD

Other Businesses

OBA-127309|OrgNmn:WorthMore Vending|Org Addr:Ellicott C,Maryland,US|OBA Nature:Vending machine business|Invst Rel:N|Title:Sole Proprietor|Duties:Setting up and restocking vending machines|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-03-15
S63	Uniform Securities Agent State Law Examination	2001-04-16

S65 Uniform Investment Adviser Law Examination

2002-03-15
S63 Uniform Securities Agent State Law Examination

2001-04-16

Other Names

Chester Hopes Wortham
Chester Hopes Wortham
Chester Hopes Wortham Iii

View on SEC IAPD

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