Merrill
47yrs
Top 1% by experience in Naples
4yrs
Liam McCafferty
Financial advisor at Strategic Advisers
Liam McCafferty is a fiduciary financial advisor in Naples, Florida, with 4 years in the industry. Liam joined Strategic Advisers in 2025, after three years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask Liam
Tailored to Liam’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Liam
How do I contact Liam?
Call Strategic Advisers at 617-563-7000 and ask for Liam McCafferty. Liam works from the Naples, FL office.
How long has Liam been a financial advisor?
Liam has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Liam hold?
Series 66. Tap any license on this page to see what it allows.
Is Liam a fiduciary?
Liam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Liam paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Liam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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