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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • United States

Mclean, VA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 01/2016 05/2017
Bank Of America, N.A. Vienna VA 06/2016 05/2017
Fidelity Brokerage Services Llc Reston VA 05/2017 12/2018
E*Trade Capital Management, Llc Washington DC 01/2019 03/2020
Fidelity Investments Alexandria VA 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 05/2017
    Vienna, VA
  • 06/2016 → 05/2017
    Bank Of America, N.A.
    Vienna, VA
  • 05/2017 → 12/2018
    Fidelity Brokerage Services Llc
    Reston, VA
  • 01/2019 → 03/2020
    E*Trade Capital Management, Llc
    Washington, DC
  • 06/2020 → Present
    Fidelity Investments
    Alexandria, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alexandria, VA
    Alexandria, VA
  • 2020-06-22 → 2021-07-09
    Fidelity Personal And Workplace Advisors
    Alexandria, VA
  • 2019-01-28 → 2020-03-12
    Harrisdirect Llc
    Washington, DC
    Arlington, VA
  • 2018-07-13 → 2018-12-18
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-07-25 → 2018-07-13
    Reston, VA
  • 2016-09-16 → 2017-05-15
    Vienna, VA
    Reston, VA
    Vienna, VA
    Reston, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-15
  • S66 Uniform Combined State Law Examination
    2016-09-15
Other Names
  • Kevin J Mccarthy

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