Best Investors Account Sign in
Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Chandler, AZ • 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
Unemployed Gilbert AZ 10/2016 02/2017
Earnhardt Toyota Scion Mesa AZ 08/2011 09/2016
Axa Advisors, Llc New York NY 02/2017 06/2020
Equitable Advisors, Llc New York NY 02/2017 12/2020
Fidelity Investments Phoenix AZ 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 02/2017
    Unemployed
    Gilbert, AZ
  • 08/2011 → 09/2016
    Earnhardt Toyota Scion
    Mesa, AZ
  • 02/2017 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 02/2017 → 12/2020
    New York, NY
  • 12/2020 → Present
    Fidelity Investments
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2020-07-07 → 2020-12-10
    Scottsdale, AZ
    Gilbert, AZ
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-30
S63 Uniform Securities Agent State Law Examination 2017-03-02
  • S65 Uniform Investment Adviser Law Examination
    2020-06-30
  • S63 Uniform Securities Agent State Law Examination
    2017-03-02
Other Names
  • Richard Chase Mceachran
  • Richard Mceachran

View on SEC IAPD

More in Chandler, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor