Sean Charles Mclaughlin

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2023 → 09/2023
  Rooftop Cinema Club
  Ca, CA
• 12/2023 → 04/2024
  Outlier Ai
  Ca, CA
• 09/2018 → 05/2019
  Fresh Brothers Pizza
  Ca, CA
• 09/2023 → 12/2023
  Betteredu
  Az, AZ
• 04/2024 → Present
  Fidelity Investments
  Newport Beach, CA
• 08/2012 → 07/2023
  Screen Gems Furniture Accessories
  Ca, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Manhattan Beach, CA
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-11-04

Other Names

• Sean C Mclaughlin
• Sean Charles Mclaughlin