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James Charles Mullaney

Strategic Advisers LLC

Lansdale, PA

Warrington, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-21
TX RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2025-07-21
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lansdale, PA • United States

1520 Main St Ste 201, Warrington, PA 18976-3406 • 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
Mcdonalds Lowell MA 05/2016 11/2016
Greater Lowell High School Lowell MA 08/2016 11/2016
Holiday Inn Tewksbury MA 10/2018 04/2019
Citizens Bank Bedford MA 11/2016 06/2019
Fidelity Brokerage Services Llc Westlake TX 06/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 11/2016
    Mcdonalds
    Lowell, MA
  • 08/2016 → 11/2016
    Greater Lowell High School
    Lowell, MA
  • 10/2018 → 04/2019
    Holiday Inn
    Tewksbury, MA
  • 11/2016 → 06/2019
    Citizens Bank
    Bedford, MA
  • 06/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-21
  • S66 Uniform Combined State Law Examination
    2019-10-21
Other Names
  • James Charles Mullaney
  • James Mullaney

View on SEC IAPD

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