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Edward Joseph Finnegan

Strategic Advisers LLC

San Diego, CA

San Diego, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

16745 West Bernardo Drive Suite 110, San Diego, CA 92127-1908 • United States

San Diego, CA • 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
Charles Schwab & Co., Inc. New York City NY 10/2012 11/2020
Charles Schwab Bank New York City NY 10/2012 11/2020
Fidelity Investments San Diego CA 11/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2012 → 11/2020
    Charles Schwab & Co., Inc.
    New York City, NY
  • 10/2012 → 11/2020
    Charles Schwab Bank
    New York City, NY
  • 11/2020 → Present
    Fidelity Investments
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
  • 2013-09-06 → 2020-12-03
    Charles Schwab & Co., Inc.
    New York City, NY
    New York City, NY
    New York City, NY
    New York City, NY
    New York City, NY
    New York City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-06
  • S66 Uniform Combined State Law Examination
    2013-09-06
Other Names
  • Teddy Finnegan
  • Edward Joseph Finnegan
  • E J Finnegan
  • Edward Joseph Finnegan
  • Edward Finnegan

View on SEC IAPD

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