Best Investors Account Sign in

Thomas C. Mccarthy

Strategic Advisers LLC

Indianapolis, IN

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Indianapolis, IN • 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
Charles Schwab & Co., Inc. Indianapolis IN 01/2018 04/2020
Inline Painting Indianapolis IN 09/2015 01/2018
Jpmorgan Chase Bank, N.A. Greenwood IN 12/2020 09/2021
J.P. Morgan Securities Llc Greenwood IN 01/2021 09/2021
First Merchants Bank Muncie IN 11/2020 12/2020
Renpsg Indianapolis IN 08/2020 10/2020
Unemployed Indianapolis IN 05/2020 07/2020
Fidelity Investments Merrimack NH 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 04/2020
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 09/2015 → 01/2018
    Inline Painting
    Indianapolis, IN
  • 12/2020 → 09/2021
    Jpmorgan Chase Bank, N.A.
    Greenwood, IN
  • 01/2021 → 09/2021
    J.P. Morgan Securities Llc
    Greenwood, IN
  • 11/2020 → 12/2020
    First Merchants Bank
    Muncie, IN
  • 08/2020 → 10/2020
    Renpsg
    Indianapolis, IN
  • 05/2020 → 07/2020
    Unemployed
    Indianapolis, IN
  • 10/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Indianapolis, IN
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-12
S63 Uniform Securities Agent State Law Examination 2018-09-06
  • S66 Uniform Combined State Law Examination
    2022-12-12
  • S63 Uniform Securities Agent State Law Examination
    2018-09-06
Other Names
  • Thomas C Mccarthy
  • Thomas Charles Mccarthy
  • Thomas Mccarthy

View on SEC IAPD

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor