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Delaney Charos

Strategic Advisers LLC

Tucson, AZ

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Tucson, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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
Your Income Tax Pros Tucson AZ 11/2019 08/2020
Grand Canyon University Phoenix AZ 08/2020 05/2021
Omni Tucson National Resort Tucson AZ 05/2021 08/2021
Sherwin Williams Tucson AZ 06/2022 08/2022
Grand Canyon University Phoenix AZ 09/2021 05/2023
Charles Schwab Phoenix AZ 06/2023 08/2023
Captrust Phoenix AZ 08/2023 12/2023
Fidelity Investments Scottsdale AZ 12/2023 Present
Student Tucson AZ 01/2012 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 11/2019 → 08/2020
    Your Income Tax Pros
    Tucson, AZ
  • 08/2020 → 05/2021
    Grand Canyon University
    Phoenix, AZ
  • 05/2021 → 08/2021
    Omni Tucson National Resort
    Tucson, AZ
  • 06/2022 → 08/2022
    Sherwin Williams
    Tucson, AZ
  • 09/2021 → 05/2023
    Grand Canyon University
    Phoenix, AZ
  • 06/2023 → 08/2023
    Charles Schwab
    Phoenix, AZ
  • 08/2023 → 12/2023
    Captrust
    Phoenix, AZ
  • 12/2023 → Present
    Fidelity Investments
    Scottsdale, AZ
  • 01/2012 → 08/2020
    Student
    Tucson, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-25
  • S66 Uniform Combined State Law Examination
    2024-04-25
Other Names
  • Delaney Mcgehee

View on SEC IAPD

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