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Daniel M. Mclaughlin

Strategic Advisers LLC

Charlotte, NC

Waxhaw, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4611 Sharon Rd Two Coltsgate, Charlotte, NC 28211-3529 • United States

Waxhaw, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Charlotte NC 05/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2014 → Present
    Fidelity Brokerage Services Llc
    Charlotte, NC
  • 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
    Waxhaw, NC
    Charlotte, NC
  • 2014-07-17 → 2018-07-13
    Strategic Advisers Llc
    Charlotte, NC
  • 2008-06-20 → 2014-05-19
    Ubs Financial Services Inc.
    Charlotte, NC
    Weehawken, NJ
    New York, NY
    Charlotte, NC
    Garden City, NY
    Charlotte, NC
    Greenville, SC
    Anderson, SC
Other Businesses

OBA-122214|OrgNmn:NC Youth Rugby Union|Org Addr:Raleigh,North Caro,US|OBA Nature:Youth Sports|Invst Rel:N|Title:Competitions Chair|Duties:North Carolina|StrtDt:09-01-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-19
S63 Uniform Securities Agent State Law Examination 1997-03-10
  • S65 Uniform Investment Adviser Law Examination
    2008-06-19
  • S63 Uniform Securities Agent State Law Examination
    1997-03-10
Other Names
  • Daniel M Mclaughlin
  • Daniel Mathew Mclaughlin
  • Daniel Matthew Mclaughlin

View on SEC IAPD

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FIRST TRYON ADVISORS · CHARLOTTE, NC
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MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
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ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
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