Best Investors Account Sign in

Brendan Mccafferty

Strategic Advisers LLC

Smithfield, RI

Boston, MA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-16
RI RA APPROVED 2025-09-30
TX RA APPROVED 2025-09-30
  • MA RA
    APPROVED
    Since 2025-10-16
  • RI RA
    APPROVED
    Since 2025-09-30
  • TX RA
    APPROVED
    Since 2025-09-30

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Boston, MA • 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
College Student Amherst MA 12/2023 05/2024
Fidelity Investments Smithfield RI 07/2024 Present
Insight Global Westborough MA 08/2021 08/2021
Doordash Westborough MA 04/2020 07/2024
Student Westborough MA 07/2014 02/2018
New England Baseball Complex Northborough MA 03/2018 08/2020
Unemployed Westborough MA 06/2024 07/2024
Firefly'S Barbecue Marlborough MA 06/2023 08/2023
Mindsetgo Westborough MA 04/2021 08/2021
Morgan Stanley Wellesley MA 07/2023 08/2023
Boro Bros Landscaping Westborough MA 06/2022 08/2022
Dunkin Donuts Westborough MA 06/2023 08/2023
  • 12/2023 → 05/2024
    College Student
    Amherst, MA
  • 07/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2021 → 08/2021
    Insight Global
    Westborough, MA
  • 04/2020 → 07/2024
    Doordash
    Westborough, MA
  • 07/2014 → 02/2018
    Student
    Westborough, MA
  • 03/2018 → 08/2020
    New England Baseball Complex
    Northborough, MA
  • 06/2024 → 07/2024
    Unemployed
    Westborough, MA
  • 06/2023 → 08/2023
    Firefly'S Barbecue
    Marlborough, MA
  • 04/2021 → 08/2021
    Mindsetgo
    Westborough, MA
  • 07/2023 → 08/2023
    Morgan Stanley
    Wellesley, MA
  • 06/2022 → 08/2022
    Boro Bros Landscaping
    Westborough, MA
  • 06/2023 → 08/2023
    Dunkin Donuts
    Westborough, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-26
S63 Uniform Securities Agent State Law Examination 2024-10-15
  • S66 Uniform Combined State Law Examination
    2025-09-26
  • S63 Uniform Securities Agent State Law Examination
    2024-10-15
Other Names
  • Brendan J Mccafferty

View on SEC IAPD

More in Smithfield, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor