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Casey J. Mcpartlon

Strategic Advisers LLC

Halfmoon, NY

Albany, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-18
NY RA APPROVED 2026-02-17
  • TX RA
    APPROVED
    Since 2026-05-18
  • NY RA
    APPROVED
    Since 2026-02-17

Branch Locations

Halfmoon, NY • United States

59 Wolf Rd, Albany, NY 12205-2612 • 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 Medford MA 09/2025 10/2025
Fidelity Investments Albany NY 11/2025 Present
Citizens Bank Boston MA 09/2014 08/2025
  • 09/2025 → 10/2025
    Unemployed
    Medford, MA
  • 11/2025 → Present
    Fidelity Investments
    Albany, NY
  • 09/2014 → 08/2025
    Citizens Bank
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-13
  • S66 Uniform Combined State Law Examination
    2026-02-13
Other Names
  • Casey Mcpartlon
  • Casey James Mcpartlon

View on SEC IAPD

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