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Sean K Chan

Strategic Advisers LLC

Morristown, NJ

Staten Island, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

35 Morris Street, Morristown, NJ 07960-3919 • United States

Staten Island, NY • 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
The Ayco Company, L.P./Mercer Allied Parsippany NJ 08/2016 01/2021
United Capital Financial Advisers, Llc Newport Beach CA 12/2020 07/2021
Goldman Sachs & Co. Llc New York NY 01/2021 07/2021
Fidelity Investments Morristown, NJ 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Parsippany, NJ
  • 12/2020 → 07/2021
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 01/2021 → 07/2021
    Goldman Sachs & Co. Llc
    New York, NY
  • 07/2021 → Present
    Fidelity Investments
    Morristown,, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-08
  • S66 Uniform Combined State Law Examination
    2017-08-08
Other Names
  • Sean Kevin Chan

View on SEC IAPD

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LPL FINANCIAL LLC · MORRISTOWN, NJ
MML INVESTORS SERVICES, LLC · Morristown, NJ
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