Chad W. Cole

Strategic Advisers LLC

Hilton Head Island, SC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

SC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Bluffton, SC • United States

Bluffton, SC • United States

430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409 • 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

Organization	City	State	From	To
Fidelity Brokerage Services	Merrimack	NH	02/2017	Present
Burgess Lawncare	Strafford	NH	08/2016	12/2016
Fidelity Investments	Boston	MA	03/2025	Present

02/2017 → Present

Fidelity Brokerage Services

Merrimack, NH
08/2016 → 12/2016

Burgess Lawncare

Strafford, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-03-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Hilton Head Island, SC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-03-11
S63	Uniform Securities Agent State Law Examination	2017-03-24

S66 Uniform Combined State Law Examination

2019-03-11
S63 Uniform Securities Agent State Law Examination

2017-03-24

Other Names

Chad Wescott Cole
Chad Cole

View on SEC IAPD

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