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Chester Chappell

Strategic Advisers LLC

Lafayette, CA

San Francisco, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Lafayette, CA • United States

8 Montgomery St, San Francisco, CA 94104-4625 • 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
Columbia Threadneedle Investments Boston MA 04/2012 09/2016
Unemployed Lafayette CA 10/2016 02/2017
Fuse Research Network Needham MA 03/2017 01/2018
Alliancebernstein Investments, Inc New York NY 01/2018 06/2019
Beaumont Financial Partners, Llc Needham MA 09/2019 12/2019
Unemployed Lafayette CA 06/2019 09/2019
Beaumont Capital Management, Llc Needham MA 01/2020 08/2020
Asymmetric Etfs, Llc Lafayette CA 03/2021 08/2022
Foreside Fund Services, Llc Lafayette CA 05/2021 08/2022
Unemployed Lafayette CA 08/2020 02/2021
Unemployed Lafayette CA 09/2022 12/2023
Fidelity Brokerage Services Llc San Francisco CA 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2012 → 09/2016
    Columbia Threadneedle Investments
    Boston, MA
  • 10/2016 → 02/2017
    Unemployed
    Lafayette, CA
  • 03/2017 → 01/2018
    Fuse Research Network
    Needham, MA
  • 01/2018 → 06/2019
    Alliancebernstein Investments, Inc
    New York, NY
  • 09/2019 → 12/2019
    Beaumont Financial Partners, Llc
    Needham, MA
  • 06/2019 → 09/2019
    Unemployed
    Lafayette, CA
  • 01/2020 → 08/2020
    Beaumont Capital Management, Llc
    Needham, MA
  • 03/2021 → 08/2022
    Asymmetric Etfs, Llc
    Lafayette, CA
  • 05/2021 → 08/2022
    Foreside Fund Services, Llc
    Lafayette, CA
  • 08/2020 → 02/2021
    Unemployed
    Lafayette, CA
  • 09/2022 → 12/2023
    Unemployed
    Lafayette, CA
  • 01/2024 → Present
    Fidelity Brokerage Services Llc
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
  • 2020-01-16 → 2020-08-24
    Algorithmic Investment Models
    Lafayette, CA
    Boston, MA
  • 2019-10-22 → 2019-12-31
    Beaumont Financial Partners Llc
    Needham, MA
    Lafayette, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-18
S63 Uniform Securities Agent State Law Examination 1997-06-05
  • S66 Uniform Combined State Law Examination
    2023-10-18
  • S63 Uniform Securities Agent State Law Examination
    1997-06-05
Other Names
  • Chet Chappell
  • Chester Gregory Chappell
  • Chester Chappell

View on SEC IAPD

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