Best Investors Account Sign in

Lindsey Mccarthy

Strategic Advisers LLC

Bradenton, FL

Sarasota, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Bradenton, FL • United States

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • 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
Timucuan Asset Management Jacksonville FL 07/2016 11/2019
Fidelity Brokerage Services Llc Sarasota FL 11/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 11/2019
    Timucuan Asset Management
    Jacksonville, FL
  • 11/2019 → Present
    Fidelity Brokerage Services Llc
    Sarasota, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-04-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sarasota, FL
    Merrimack, NH
  • 2016-03-25 → 2016-07-13
    Strategic Advisers Llc
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-25
S63 Uniform Securities Agent State Law Examination 2010-12-17
  • S66 Uniform Combined State Law Examination
    2020-02-25
  • S63 Uniform Securities Agent State Law Examination
    2010-12-17
Other Names
  • Lindsey Norman
  • Lindsey Nielsen Norman
  • Lindsey Nielsen Mccarthy
  • Lindsey Norman Mccarthy
  • Lindsey Mccarthy

View on SEC IAPD

More in Bradenton, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor