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Max A. Carchidi

Strategic Advisers LLC

Johnston, RI

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Johnston, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 09/2019 12/2021
Bryant University Smithfield RI 08/2015 05/2019
The Pilot House Restaurant And Lounge Sandwich MA 05/2015 09/2019
Concord Wealth Management Braintree MA 06/2018 09/2018
Bank Of America, N.A. Lincoln RI 03/2021 12/2021
Fidelity Investments Smithfield RI 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 12/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Lincoln, RI
  • 08/2015 → 05/2019
    Bryant University
    Smithfield, RI
  • 05/2015 → 09/2019
    The Pilot House Restaurant And Lounge
    Sandwich, MA
  • 06/2018 → 09/2018
    Concord Wealth Management
    Braintree, MA
  • 03/2021 → 12/2021
    Bank Of America, N.A.
    Lincoln, RI
  • 01/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-09
  • S66 Uniform Combined State Law Examination
    2020-07-09
Other Names
  • Max Anthony Carchidi
  • Max Carchidi

View on SEC IAPD

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