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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Brooklyn Park, MN • United States

7740 France Ave South, Edina, MN 55435-5847 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Edina MN 01/2005 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2005 → Present
    Fidelity Brokerage Services Llc
    Edina, MN
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Edina, MN
    Brooklyn Park, MN
  • 2013-12-17 → 2018-07-13
    Edina, MN
  • 2005-04-20 → 2009-06-26
    Edina, MN
  • 2002-06-05 → 2004-11-01
    Strong Capital Management Inc
    Oakdale, MN
Other Businesses

OBA-116209|OrgNmn:Shiloh Temple International Ministries|Org Addr:Minneapoli,Minnesota,US|OBA Nature:church |Invst Rel:N|Title:Trustee|Duties:Consult around community involvement, youth programs, membership growth and building maintentance, capital campaigns|StrtDt:01-27-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-06-03
S63 Uniform Securities Agent State Law Examination 2001-06-22
  • S65 Uniform Investment Adviser Law Examination
    2002-06-03
  • S63 Uniform Securities Agent State Law Examination
    2001-06-22
Other Names
  • Michelle Rang Mcglynn

View on SEC IAPD

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