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Liam Mccafferty

Strategic Advisers LLC

Naples, FL

Bonita Springs, FL

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

Branch Locations

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States

Bonita Springs, FL • 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
Uber Eats Portsmouth NH 01/2022 02/2022
Doordash Portsmouth NH 10/2021 02/2022
Instacart Portsmouth NH 01/2020 02/2022
Shalimar India Portsmouth NH 06/2021 10/2021
Parse.LY San Francisco CA 02/2021 04/2021
Best Buy Newington NH 11/2020 01/2021
Vapeotherm Exeter NH 06/2020 08/2020
Aflac Miami FL 11/2019 01/2020
Pf Changs Miami FL 11/2019 12/2019
Eckman Construction Newmarket NH 07/2019 09/2019
City Year Manchester NH 01/2019 06/2019
Market Basket Portsmouth NH 07/2011 03/2017
Wellesley Country Club Wellesley MA 10/2016 05/2017
Rtn Federal Credit Union Waltham MA 05/2018 08/2018
Full Time Education Wellesley MA 05/2017 05/2018
Full-Time Education Wellesley MA 08/2018 01/2019
Fidelity Investments Merrimack NH 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → 02/2022
    Uber Eats
    Portsmouth, NH
  • 10/2021 → 02/2022
    Doordash
    Portsmouth, NH
  • 01/2020 → 02/2022
    Instacart
    Portsmouth, NH
  • 06/2021 → 10/2021
    Shalimar India
    Portsmouth, NH
  • 02/2021 → 04/2021
    Parse.LY
    San Francisco, CA
  • 11/2020 → 01/2021
    Best Buy
    Newington, NH
  • 06/2020 → 08/2020
    Vapeotherm
    Exeter, NH
  • 11/2019 → 01/2020
    Aflac
    Miami, FL
  • 11/2019 → 12/2019
    Pf Changs
    Miami, FL
  • 07/2019 → 09/2019
    Eckman Construction
    Newmarket, NH
  • 01/2019 → 06/2019
    City Year
    Manchester, NH
  • 07/2011 → 03/2017
    Market Basket
    Portsmouth, NH
  • 10/2016 → 05/2017
    Wellesley Country Club
    Wellesley, MA
  • 05/2018 → 08/2018
    Rtn Federal Credit Union
    Waltham, MA
  • 05/2017 → 05/2018
    Full Time Education
    Wellesley, MA
  • 08/2018 → 01/2019
    Full-Time Education
    Wellesley, MA
  • 02/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-66412|OrgNmn:Instacart|Org Addr:San Franci,California,US|OBA Nature:Grocery delivery|Invst Rel:N|Title:Independent Contractor|Duties:Shop and deliver groceries and other items|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-66413|OrgNmn:DoorDash|Org Addr:San Franci,California,US|OBA Nature:Food delivery|Invst Rel:N|Title:Independent Contractor|Duties:deliver food from restaurants|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|OBA-66410|OrgNmn:Uber Eats|Org Addr:San Franci,California,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Independent Contractor|Duties:Deliver food |StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-24
  • S66 Uniform Combined State Law Examination
    2022-06-24
Other Names
  • Liam James Mccafferty
  • Liam Mccafferty

View on SEC IAPD

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