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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Pittsburgh, PA • United States

1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • 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
Fidelity Investments Pittsburgh PA 03/2023 Present
Fighting4Freedom Chesapeake VA 04/2020 03/2023
Gebhardt Bmw Boulder CO 06/2021 07/2021
Domino'S Pizza Allison Park PA 05/2021 06/2021
Domino'S Pizza Allison Park PA 11/2020 01/2021
Domino'S Pizza Allison Park PA 06/2020 08/2020
Legend Financial Advisors, Inc. Pittsburgh PA 12/2019 01/2020
Momentum 360 Philadelphia PA 08/2019 10/2019
Legend Financial Advisors, Inc. Pittsburgh PA 12/2018 01/2019
Pennsylvania State University State College PA 06/2018 12/2022
Legend Financial Advisors, Inc. Pittsburgh PA 08/2017 04/2018
Hampton High School Allison Park PA 08/2014 06/2018
Pittsburgh Field Club Pittsburgh PA 04/2014 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Pittsburgh, PA
  • 04/2020 → 03/2023
    Fighting4Freedom
    Chesapeake, VA
  • 06/2021 → 07/2021
    Gebhardt Bmw
    Boulder, CO
  • 05/2021 → 06/2021
    Domino'S Pizza
    Allison Park, PA
  • 11/2020 → 01/2021
    Domino'S Pizza
    Allison Park, PA
  • 06/2020 → 08/2020
    Domino'S Pizza
    Allison Park, PA
  • 12/2019 → 01/2020
    Legend Financial Advisors, Inc.
    Pittsburgh, PA
  • 08/2019 → 10/2019
    Momentum 360
    Philadelphia, PA
  • 12/2018 → 01/2019
    Legend Financial Advisors, Inc.
    Pittsburgh, PA
  • 06/2018 → 12/2022
    Pennsylvania State University
    State College, PA
  • 08/2017 → 04/2018
    Legend Financial Advisors, Inc.
    Pittsburgh, PA
  • 08/2014 → 06/2018
    Hampton High School
    Allison Park, PA
  • 04/2014 → 08/2019
    Pittsburgh Field Club
    Pittsburgh, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-22
S63 Uniform Securities Agent State Law Examination 2023-07-14
  • S66 Uniform Combined State Law Examination
    2023-12-22
  • S63 Uniform Securities Agent State Law Examination
    2023-07-14
Other Names
  • Chuck Ferguson

View on SEC IAPD

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