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James Mcfadden

Strategic Advisers LLC

Loveland, CO

Fort Collins, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Loveland, CO • United States

3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654 • 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
University Of Colorado Colorado Springs CO 06/2014 05/2017
Summit Technical Solutions Colorado Springs CO 10/2016 05/2017
Charles Schwab & Co., Inc. Lone Tree CO 07/2017 06/2021
Morgan Stanley Wealth Management Colorado Springs CO 07/2016 10/2016
Charles Schwab Bank, Ssb Lone Tree CO 06/2021 07/2022
Charles Schwab & Co., Inc. Lone Tree CO 06/2021 07/2022
Fidelity Investments Fort Collins CO 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 05/2017
    University Of Colorado
    Colorado Springs, CO
  • 10/2016 → 05/2017
    Summit Technical Solutions
    Colorado Springs, CO
  • 07/2017 → 06/2021
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 07/2016 → 10/2016
    Morgan Stanley Wealth Management
    Colorado Springs, CO
  • 06/2021 → 07/2022
    Charles Schwab Bank, Ssb
    Lone Tree, CO
  • 06/2021 → 07/2022
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 07/2022 → Present
    Fidelity Investments
    Fort Collins, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Collins, CO
  • 2017-11-22 → 2022-08-01
    Charles Schwab & Co., Inc.
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-22
S63 Uniform Securities Agent State Law Examination 2017-11-08
  • S66 Uniform Combined State Law Examination
    2017-11-22
  • S63 Uniform Securities Agent State Law Examination
    2017-11-08
Designations
Other Names
  • Jim Mcfadden
  • James Andrew Mcfadden
  • James Mcfadden

View on SEC IAPD

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