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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Boston, MA • United States

50 Derby St Ste 100, Hingham, MA 02043-3740 • 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
Klenda Seafood South Portland ME 06/2015 09/2016
Endicott College Beverly MA 09/2016 06/2020
Gorham Savings Bank Portland ME 06/2017 09/2017
Stone Coast Fund Services Portland ME 06/2018 09/2018
Mfs Investment Management Boston MA 06/2019 12/2019
Fidelity Brokerage Services Llc Merrimack NH 06/2020 01/2021
Endicott College Beverly MA 09/2018 05/2020
Baystate Financial Falmouth ME 04/2021 04/2022
Fidelity Investments Portland ME 04/2022 Present
Fidelity Personal And Workplace Advisors Merrimack NH 10/2020 01/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 09/2016
    Klenda Seafood
    South Portland, ME
  • 09/2016 → 06/2020
    Endicott College
    Beverly, MA
  • 06/2017 → 09/2017
    Gorham Savings Bank
    Portland, ME
  • 06/2018 → 09/2018
    Stone Coast Fund Services
    Portland, ME
  • 06/2019 → 12/2019
    Mfs Investment Management
    Boston, MA
  • 06/2020 → 01/2021
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 09/2018 → 05/2020
    Endicott College
    Beverly, MA
  • 04/2021 → 04/2022
    Baystate Financial
    Falmouth, ME
  • 04/2022 → Present
    Fidelity Investments
    Portland, ME
  • 10/2020 → 01/2021
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Portland, ME
  • 2021-08-18 → 2022-04-27
    Falmouth, ME
  • 2020-10-06 → 2021-01-22
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-132343|OrgNmn:Pristine Pearls Project|Org Addr:Virginia B,Virginia,US|OBA Nature: Increase access to quality de|Invst Rel:N|Title:Director|Duties:I will review applications and have a vote as part of a larger group in terms of what applicant will receive funding for necessary dental work|StrtDt:07-31-26|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-30
  • S66 Uniform Combined State Law Examination
    2020-09-30
Designations
Other Names
  • Cj Cawley
  • Charles James Cawley
  • Charles Cawley
  • Charles James Cawley

View on SEC IAPD

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