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Chae Lynn Mcconaghy

Strategic Advisers LLC

Broomfield, CO

Denver, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States

Denver, CO • 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
Fidelity Investments Denver CO 06/2022 Present
Providence College Providence RI 05/2019 05/2022
Uppercampus White Plains NY 08/2021 06/2022
Red Robin Warwick RI 06/2020 08/2020
Providence College Providence RI 08/2018 06/2022
Unemployed Cranston RI 06/2012 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Denver, CO
  • 05/2019 → 05/2022
    Providence College
    Providence, RI
  • 08/2021 → 06/2022
    Uppercampus
    White Plains, NY
  • 06/2020 → 08/2020
    Red Robin
    Warwick, RI
  • 08/2018 → 06/2022
    Providence College
    Providence, RI
  • 06/2012 → 08/2018
    Unemployed
    Cranston, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Broomfield, CO
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-10
S63 Uniform Securities Agent State Law Examination 2022-09-26
  • S65 Uniform Investment Adviser Law Examination
    2024-12-10
  • S63 Uniform Securities Agent State Law Examination
    2022-09-26
Other Names
  • Chae Lynn Mcconaghy
  • Chae Mcconaghy

View on SEC IAPD

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