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William Mccarthy

Strategic Advisers LLC

West Hartford, CT

West Hartford, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States

West Hartford, CT • 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
Shop Rite East Hartford CT 09/2015 12/2016
Banes And Noble College Willimantic CT 11/2017 05/2020
Ymca Camp Ingersoll Portland CT 05/2017 08/2021
Crec Academy Of Science And Innovation New Britain CT 09/2020 05/2021
Connecticut General Assembly Hartford CT 01/2020 05/2020
Fidelity Investments Smithfield RI 08/2021 Present
Unemployed Glastonbury CT 12/2016 11/2017
Eastern Connecticut State University Willimantic CT 08/2016 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 12/2016
    Shop Rite
    East Hartford, CT
  • 11/2017 → 05/2020
    Banes And Noble College
    Willimantic, CT
  • 05/2017 → 08/2021
    Ymca Camp Ingersoll
    Portland, CT
  • 09/2020 → 05/2021
    Crec Academy Of Science And Innovation
    New Britain, CT
  • 01/2020 → 05/2020
    Connecticut General Assembly
    Hartford, CT
  • 08/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 12/2016 → 11/2017
    Unemployed
    Glastonbury, CT
  • 08/2016 → 05/2020
    Eastern Connecticut State University
    Willimantic, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    West Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-22
S63 Uniform Securities Agent State Law Examination 2022-02-07
  • S65 Uniform Investment Adviser Law Examination
    2023-11-22
  • S63 Uniform Securities Agent State Law Examination
    2022-02-07
Other Names
  • William John Mccarthy
  • William Mccarthy

View on SEC IAPD

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Other Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
PRIME CAPITAL FINANCIAL · West Hartford, CT
THE PATRIOT FINANCIAL GROUP, LLC · WEST HARTFORD, CT

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