Sean R. Mcguigan

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → Present
  Fidelity Investments
  Smithfield, RI
• 12/2022 → 01/2023
  Amazon- Guardian Logistics
  Hooksett, NH
• 06/2020 → 11/2022
  American Income Life Insurance Company
  Marlborough, MA
• 05/2018 → 08/2018
  Ccb Associates Inc
  Amesbury, MA
• 05/2017 → 08/2017
  Jj Bafaro
  Worcester, MA
• 05/2019 → 08/2019
  Ups
  Shrewsbury, MA
• 09/2016 → 05/2017
  Endicott College
  Beverly, MA
• 09/2017 → 05/2020
  Nichols College
  Dudley, MA
• 09/2016 → 05/2017
  Endicott College
  Beverly, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2024-02-16
• S63 Uniform Securities Agent State Law Examination
  2023-05-08

Other Names

• Sean Robert Mcguigan
• Sean Mcguigan