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Courtney Mccauley

Strategic Advisers LLC

Cambridge, MA

South Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

200 Technology Square, Cambridge, MA 02139-3578 • United States

South Boston, 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 Institutional Services Company, Inc. Smithfield RI 07/2015 03/2019
Fidelity Brokerage Services Llc Cambridge MA 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 03/2019
    Fidelity Investments Institutional Services Company, Inc.
    Smithfield, RI
  • 03/2019 → Present
    Fidelity Brokerage Services Llc
    Cambridge, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-04-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cambridge, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-29
S63 Uniform Securities Agent State Law Examination 2015-08-21
  • S65 Uniform Investment Adviser Law Examination
    2019-03-29
  • S63 Uniform Securities Agent State Law Examination
    2015-08-21
Other Names
  • Courtney Erin Mccauley

View on SEC IAPD

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Other Offices

GENERAL CATALYST · CAMBRIDGE, MA
G20 CAPITAL MANAGEMENT, LLC · CAMBRIDGE, MA
GC WEALTH MANAGEMENT RIA, LLC · CAMBRIDGE, MA
CATALYST IMPACT PARTNERS CORP. · CAMBRIDGE, MA
EDULAB CAPITAL MANAGEMENT COMPANY, LLC · CAMBRIDGE, MA
KSI ADVISORS, LLC · CAMBRIDGE, MA
KENDALL INVESTMENTS, LLC · CAMBRIDGE, MA
VIRAJ CAPITAL, LLC · CAMBRIDGE, MA

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