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Sean Egan

Strategic Advisers LLC

Cambridge, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

200 Technology Square, Cambridge, MA 02139-3578 • United States

Boston, MA • 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
Kimball Farm Holdings, Llc. Westford MA 04/2016 04/2019
Kimball Farm Holdings, Llc. Westford MA 04/2019 08/2021
Malvis Enterprises Westford MA 06/2019 01/2022
Providence College Providence RI 08/2018 05/2022
Fidelity Investments Merrimack NH 06/2022 Present
Westford Academy Westford MA 08/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 04/2019
    Kimball Farm Holdings, Llc.
    Westford, MA
  • 04/2019 → 08/2021
    Kimball Farm Holdings, Llc.
    Westford, MA
  • 06/2019 → 01/2022
    Malvis Enterprises
    Westford, MA
  • 08/2018 → 05/2022
    Providence College
    Providence, RI
  • 06/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2014 → 05/2018
    Westford Academy
    Westford, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-07
S63 Uniform Securities Agent State Law Examination 2022-10-05
  • S66 Uniform Combined State Law Examination
    2023-07-07
  • S63 Uniform Securities Agent State Law Examination
    2022-10-05
Other Names
  • Sean David Egan
  • Sean Egan

View on SEC IAPD

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Other Offices

GENERAL CATALYST · CAMBRIDGE, MA
G20 CAPITAL MANAGEMENT, LLC · CAMBRIDGE, MA
GC WEALTH MANAGEMENT RIA, LLC · CAMBRIDGE, MA
CATALYST IMPACT PARTNERS CORP. · CAMBRIDGE, MA
EDULAB CAPITAL MANAGEMENT COMPANY, LLC · CAMBRIDGE, MA
KSI ADVISORS, LLC · CAMBRIDGE, MA
KENDALL INVESTMENTS, LLC · CAMBRIDGE, MA
VIRAJ CAPITAL, LLC · CAMBRIDGE, MA

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