Lawrence J. Mccaig
Professional summary
Lawrence J. Mccaig, who also goes by L Jay Mccaig, Lawrence J Mccaig, Lawrence Jay Mccaig, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in New Boston, New Hampshire and FIDELITY BROKERAGE SERVICES LLC located in Nashua, New Hampshire.
Lawrence is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Lawrence has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence J. Mccaig's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 225 Daniel Webster Hwy, Nashua, NH 03060-5536January 18, 2008 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 225 Daniel Webster Highway, Nashua, NH 03060-5536July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 19, 2009 - July 13, 2018
STRATEGIC ADVISERS LLC
March 15, 1995 - March 1, 1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
March 15, 1995 - March 1, 1996
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/8/2021)
(9/9/2022)
(4/9/2021)
(9/5/2024)
(12/4/2020)
(6/26/2024)
(12/4/2020)
(5/23/2022)
(2/20/2008)
(1/7/2022)
(3/4/2022)
(2/20/2008)
(3/31/2025)
(5/23/2022)
(6/14/2024)
(3/23/2021)
(1/7/2022)
(3/20/2024)
(4/9/2021)
(12/4/2020)
(10/19/2022)
(1/4/2022)
(8/9/2021)
(9/9/2022)
(3/31/2025)
(12/4/2020)
(4/9/2021)
(3/4/2022)
(4/24/2025)
(1/31/2023)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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