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Mitchell Andrew Chappell

Strategic Advisers LLC

Columbiana, AL

Birmingham, AL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • AL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Columbiana, AL • United States

216 Summit Blvd Suite 218, Birmingham, AL 35243-3507 • 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
Delicioso Llc Natchez MS 02/2014 12/2017
Regions Bank Maryville TN 01/2015 07/2020
Cetera Investment Services Llc St. Cloud MN 07/2020 05/2022
Fidelity Investments Knoxville TN 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2014 → 12/2017
    Delicioso Llc
    Natchez, MS
  • 01/2015 → 07/2020
    Regions Bank
    Maryville, TN
  • 07/2020 → 05/2022
    Cetera Investment Services Llc
    St. Cloud, MN
  • 05/2022 → Present
    Fidelity Investments
    Knoxville, TN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Knoxville, TN
    Columbiana, AL
    Birmingham, AL
  • 2020-08-26 → 2022-05-02
    Cetera Investment Advisers Llc
    Knoxville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-20
  • S66 Uniform Combined State Law Examination
    2020-05-20
Other Names
  • Mitchell Andrew Chappell
  • Mitchell Chappell

View on SEC IAPD

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