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Justin Michael Mcmahon

Strategic Advisers LLC

Cranberry Twp, PA

Cranberry Township, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • United States

Cranberry Township, PA • 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
Charles Schwab & Co., Inc. Pittsburgh PA 07/2015 10/2019
Charles Schwab Bank Pittsburgh PA 03/2017 10/2019
E*Trade Securities Llc Morristown NJ 10/2019 05/2020
E*Trade Capital Management Llc Morristown NJ 10/2019 05/2020
Fidelity Brokerage Services Llc Cranberry Township PA 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 10/2019
    Charles Schwab & Co., Inc.
    Pittsburgh, PA
  • 03/2017 → 10/2019
    Charles Schwab Bank
    Pittsburgh, PA
  • 10/2019 → 05/2020
    E*Trade Securities Llc
    Morristown, NJ
  • 10/2019 → 05/2020
    E*Trade Capital Management Llc
    Morristown, NJ
  • 06/2020 → Present
    Fidelity Brokerage Services Llc
    Cranberry Township, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cranberry Township, PA
  • 2019-11-01 → 2020-05-19
    Harrisdirect Llc
    Morristown, NJ
    Arlington, VA
  • 2016-02-01 → 2019-11-07
    Charles Schwab & Co., Inc.
    Indianapolis, IN
    Lone Tree, CO
    Pittsburgh, PA
    Cranberry Township, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-01
  • S66 Uniform Combined State Law Examination
    2016-02-01

View on SEC IAPD

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