Best Investors Account Sign in

Chandler Michael Herl

Strategic Advisers LLC

Surprise, AZ

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Surprise, AZ • 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
Ameriprise Financial Services, Llc Glendale AZ 07/2019 06/2021
Usaa Financial Services Company Phoenix AZ 07/2018 04/2019
Unemployed Phoenix AZ 06/2019 07/2019
Learning Care Group Peoria AZ 04/2018 07/2018
Sam's Club Phoenix AZ 05/2016 04/2018
Northern Arizona University Flagstaff AZ 08/2016 05/2018
Core Communications Llc Phoenix AZ 04/2018 04/2018
Shamrock Foods Phoenix AZ 06/2019 06/2019
Unemployed Phoenix AZ 04/2019 06/2019
The Vanguard Group, Inc Scottsdale AZ 06/2021 10/2021
Fidelity Investments Surprise AZ 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 06/2021
    Ameriprise Financial Services, Llc
    Glendale, AZ
  • 07/2018 → 04/2019
    Usaa Financial Services Company
    Phoenix, AZ
  • 06/2019 → 07/2019
    Unemployed
    Phoenix, AZ
  • 04/2018 → 07/2018
    Learning Care Group
    Peoria, AZ
  • 05/2016 → 04/2018
    Sam's Club
    Phoenix, AZ
  • 08/2016 → 05/2018
    Northern Arizona University
    Flagstaff, AZ
  • 04/2018 → 04/2018
    Core Communications Llc
    Phoenix, AZ
  • 06/2019 → 06/2019
    Shamrock Foods
    Phoenix, AZ
  • 04/2019 → 06/2019
    Unemployed
    Phoenix, AZ
  • 06/2021 → 10/2021
    The Vanguard Group, Inc
    Scottsdale, AZ
  • 11/2021 → Present
    Fidelity Investments
    Surprise, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-118655|OrgNmn:Desert Valley Garage|Org Addr:Surprise,Arizona,US|OBA Nature:Small engine repair|Invst Rel:N|Title:Director|Duties:Working in the evenings to repair and restore lawn equipment|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-01
  • S66 Uniform Combined State Law Examination
    2020-10-01
Other Names
  • Chandler Michael Herl
  • Chandler M Herl
  • Chandler Herl

View on SEC IAPD

More in Surprise, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor