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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
NH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

54 Maplewood Ave, Portsmouth, NH 03801-3712 • United States

Portsmouth, NH • 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
Fidelity Brokerage Services, Inc. Palm Beach Gardens FL 10/1993 Present
Strategic Advisors Inc Palm Beach Gardens FL 09/2004 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/1993 → Present
    Fidelity Brokerage Services, Inc.
    Palm Beach Gardens, FL
  • 09/2004 → Present
    Strategic Advisors Inc
    Palm Beach Gardens, FL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Portsmouth, NH
    Portsmouth, NH
  • 2004-09-10 → 2018-07-13
    Nashua, NH
    Palm Beach Gardens, FL
  • 2006-04-10 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Merrimack, NH
Other Businesses

OBA-14780|OrgNmn:Nantucket North LLC|Org Addr:Bedford,New Hampsh,US|OBA Nature:Retail selling bags and pillow|Invst Rel:N|Title:Nantucket North LLC|Duties:co owner|StrtDt:04-01-20|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-11
S63 Uniform Securities Agent State Law Examination 1993-12-03
  • S66 Uniform Combined State Law Examination
    2004-08-11
  • S63 Uniform Securities Agent State Law Examination
    1993-12-03
Other Names
  • Charles Henry Maceachern

View on SEC IAPD

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