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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-04
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

396 North Route 17, Paramus, NJ 07652-2907 • United States

Campbell Hall, NY • 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
Mcadam Financial Massachusetts MA 05/2021 04/2022
Saint Francis University Loretto PA 08/2017 05/2018
Unemployed Campbell Hall NY 04/2022 09/2022
Fidelity Investments Paramus NJ 02/2024 Present
Celtic Marine Services New York NY 03/2023 01/2024
Under Armour New York NY 06/2019 07/2019
John S. Burke Catholic Goshen NY 01/2014 08/2017
Saint Francis University Loretto PA 08/2018 06/2019
Saint Francis University Loretto PA 08/2019 05/2021
Phaidon International- Selby Jennings New York NY 09/2022 02/2023
Express New York NY 05/2018 07/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 04/2022
    Mcadam Financial
    Massachusetts, MA
  • 08/2017 → 05/2018
    Saint Francis University
    Loretto, PA
  • 04/2022 → 09/2022
    Unemployed
    Campbell Hall, NY
  • 02/2024 → Present
    Fidelity Investments
    Paramus, NJ
  • 03/2023 → 01/2024
    Celtic Marine Services
    New York, NY
  • 06/2019 → 07/2019
    Under Armour
    New York, NY
  • 01/2014 → 08/2017
    John S. Burke Catholic
    Goshen, NY
  • 08/2018 → 06/2019
    Saint Francis University
    Loretto, PA
  • 08/2019 → 05/2021
    Saint Francis University
    Loretto, PA
  • 09/2022 → 02/2023
    Phaidon International- Selby Jennings
    New York, NY
  • 05/2018 → 07/2018
    Express
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Paramus, NJ
    Campbell Hall, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-28
  • S66 Uniform Combined State Law Examination
    2024-06-28
Other Names
  • Brian P Mchugh
  • Brian Mchugh

View on SEC IAPD

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