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Chase Richard Weichman

Strategic Advisers LLC

Mooresville, NC

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

Branch Locations

Mooresville, NC • 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
Rush Henrietta Central School Rush NY 05/2016 08/2017
Hartwick Oneonta NY 08/2015 05/2017
Axa Advisors Llc New York NY 11/2017 03/2019
Fidelity Brokerage Services Llc Jacksonville FL 04/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 08/2017
    Rush Henrietta Central School
    Rush, NY
  • 08/2015 → 05/2017
    Hartwick
    Oneonta, NY
  • 11/2017 → 03/2019
    Axa Advisors Llc
    New York, NY
  • 04/2019 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-05-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Mooresville, NC
  • 2018-01-23 → 2019-03-22
    Equitable Advisors, Llc
    Rochester, NY
    Rochester, NY
    Rochester, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-20
  • S66 Uniform Combined State Law Examination
    2017-12-20
Other Names
  • Chase Richard Weichman
  • Chase Weichman

View on SEC IAPD

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