Christopher John Mccarthy

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → Present
  Fidelity Brokerage Service Llc
  Merrimack, NH
• 09/2017 → 05/2020
  Village Pizza
  Durham, NH
• 08/2016 → 05/2020
  University Of New Hampshire
  Durham, NH
• 05/2019 → 10/2019
  Harbour Capital Corporation
  Newington, NH
• 06/2014 → 08/2018
  Kimball Farm
  Westford, MA
• 05/2017 → 08/2017
  Pier 37 Boathouse
  Falmouth, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-03-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2021-03-22
• S63 Uniform Securities Agent State Law Examination
  2020-12-11

Other Names

• Christopher John Mccarthy
• Christopher Mccarthy