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Charles Mcfarland

Strategic Advisers LLC

Eastchester, NY

New York, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Eastchester, NY • United States

320 Park Avenue, New York, NY 10022-6815 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 02/2020 07/2022
Fordham Preparatory School Bronx NY 08/2019 02/2020
Bucknell University Lewisburg PA 08/2015 05/2019
Ubs White Plains NY 05/2017 07/2017
Elrac, Llc White Plains NY 06/2018 08/2018
Angi Homeservices, Inc New York NY 01/2020 01/2020
Fidelity Investments New York NY 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2020 → 07/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chicago, IL
  • 08/2019 → 02/2020
    Fordham Preparatory School
    Bronx, NY
  • 08/2015 → 05/2019
    Bucknell University
    Lewisburg, PA
  • 05/2017 → 07/2017
    Ubs
    White Plains, NY
  • 06/2018 → 08/2018
    Elrac, Llc
    White Plains, NY
  • 01/2020 → 01/2020
    Angi Homeservices, Inc
    New York, NY
  • 07/2022 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-28
  • S66 Uniform Combined State Law Examination
    2020-08-28
Other Names
  • Charles Amen Mcfarland
  • Charlie Amen Mcfarland
  • Charles Mcfarland

View on SEC IAPD

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