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Charles Antonio Mccall

Charles A. Mccall

STRATEGIC ADVISERS LLC | Financial Consultant
ANAHEIM, CA
Some features on this profile are disabled
CRD#: 6106666
Charles Antonio Mccall

Professional summary

Charles Antonio Mccall, who also goes by Charles Antonio Mccall, Charles Mccall, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Anaheim, California and FIDELITY BROKERAGE SERVICES LLC located in Irvine, California.

Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Charles has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

I am blessed to add value and help others through my profession. I do this by listening to my client's goals, concerns, and future vision for the rest of their lives and legacy. Here at Fidelity, we focus on building relationships and center everything around comprehensive financial planning. We leverage our synergistic relationship with our partners and utilize our state of the art brokerage technology to work together with our clients in helping them work towards their financial goals.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Charles Antonio Mccall | Charles Mccall

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-15782|OrgNmn:Chuckie Mac LLC|Org Addr:Huntington,California,US|OBA Nature:Consulting, no longer working |Invst Rel:N|Title:Owner|Duties:None, no longer working here. Paying off credit card then closing company per Fidelity compliance.|StrtDt:01-08-20|TotHrs/mon:1|TrdHrs/mon:0|OBA-15701|OrgNmn:H.O.P.E. LLC|Org Addr:Norco,California,US|OBA Nature:Dog training and boarding.|Invst Rel:N|Title:CFO and part owner.|Duties:Manage from a distance and occassionally authorize cash disbursement to employees and other owners.|StrtDt:11-28-18|TotHrs/mon:4|TrdHrs/mon:0|OBA-124152|OrgNmn:DUBER LLC|Org Addr:ANAHEIM,California,US|OBA Nature:DOG TRANSPORTATION|Invst Rel:N|Title:OWNER|Duties:MONITOR FINANCIALS|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Antonio Mccall's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Education

College of the Holy Cross

Bachelor of Arts (BA) - Sociology

2012

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 2211 Michelson Drive Suites 100, & 120, Irvine, CA 92612
RIA
CRD#: 104555
ANAHEIM, CA
Current

July 16, 2020 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 2211 Michelson Drive Suites 100 120, Irvine, CA, 92612
BD
CRD#: 7784
Irvine, CA
Past

July 23, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
HOUSTON, TX
Past

July 10, 2019 - July 14, 2020

KINETIC INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 283034
LOS ANGELES, CA
Past

September 20, 2013 - July 3, 2019

TD AMERITRADE, INC.

RIA
CRD#: 7870
LONG BEACH, CA
Past

September 20, 2013 - July 3, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Long Beach, CA
Past

July 15, 2013 - July 3, 2019

TD AMERITRADE, INC.

BD
CRD#: 7870
LONG BEACH, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(6/5/2025)
RR
Arizona
(12/8/2021)
RR
Arkansas
(7/16/2020)
RR
California
(7/16/2020)
IAR
California
(3/31/2025)
RR
Colorado
(10/8/2021)
RR
Connecticut
(1/20/2022)
RR
Florida
(1/24/2024)
RR
Georgia
(3/12/2021)
RR
Louisiana
(7/16/2020)
RR
Maryland
(9/14/2023)
RR
Massachusetts
(7/6/2021)
RR
Minnesota
(12/22/2020)
RR
Missouri
(1/20/2022)
RR
Nevada
(1/7/2022)
RR
New Hampshire
(12/12/2023)
RR
New Jersey
(12/20/2021)
RR
New Mexico
(7/16/2020)
RR
New York
(12/20/2021)
RR
Ohio
(9/12/2022)
RR
Oklahoma
(7/16/2020)
RR
Oregon
(2/12/2021)
RR
Pennsylvania
(6/5/2025)
RR
South Dakota
(12/9/2021)
RR
Tennessee
(1/20/2022)
RR
Texas
(7/16/2020)
IAR
Texas
(3/31/2025)
RR
Utah
(3/1/2024)
RR
Virginia
(9/25/2024)
RR
Washington
(6/3/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/18/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/15/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC ADVISERS LLC

Financial ConsultantCRD#: 104555Anaheim, CA

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Contact information

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