Best Investors Account Sign in

David Richard Mcnaughton

Strategic Advisers LLC

Hingham, MA

Scituate, MA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-01-08
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2026-01-08
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

50 Derby St Ste 100, Hingham, MA 02043-3740 • United States

Scituate, MA • 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 Investments Boston MA 10/2023 Present
Svb Private Boston MA 11/2021 10/2023
Brown Brothers Harriman And Co. Boston MA 01/2021 11/2021
Extended Travel/Unemployed West Harwich MA 06/2020 12/2020
Brown Brothers Harriman And Co. Dubln 11/2017 06/2020
Radius Bank Boston MA 02/2016 09/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → Present
    Fidelity Investments
    Boston, MA
  • 11/2021 → 10/2023
    Svb Private
    Boston, MA
  • 01/2021 → 11/2021
    Brown Brothers Harriman And Co.
    Boston, MA
  • 06/2020 → 12/2020
    Extended Travel/Unemployed
    West Harwich, MA
  • 11/2017 → 06/2020
    Brown Brothers Harriman And Co.
    Dubln
  • 02/2016 → 09/2017
    Radius Bank
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hingham, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-01-03
  • S63 Uniform Securities Agent State Law Examination
    2024-01-03
Designations
Other Names
  • David Mcnaughton

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ONE CHARLES PRIVATE WEALTH
PATRIOT MULLARE ASSOCIATES, INC
ALLEGIANCE FINANCIAL SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.
GORMAN FINANCIAL MANAGEMENT

Other Investors

FRANK O'BRIEN
PATRICK JOSEPH LANGAN
PATRICK J MCAULIFFE
Bryan K Turner
Daniel David Le
Christopher E Fahey
Andrew DAMIEN Burns
DAVID G CAPELLE

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
ONE CHARLES PRIVATE WEALTH · HINGHAM, MA
PATRIOT MULLARE ASSOCIATES, INC · HINGHAM, MA
ALLEGIANCE FINANCIAL SERVICES, INC. · HINGHAM, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Hingham, MA
GLOBAL VIEW CAPITAL MANAGEMENT LLC · HINGHAM, MA
RAYMOND JAMES & ASSOCIATES, INC. · Hingham, MA

More in Hingham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor