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Peggy-Sue Marie Mcnier

Strategic Advisers LLC

Ann Arbor, MI

Ann Arbor, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States

Ann Arbor, MI • 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
Charles Schwab Bank Troy MI 09/2014 12/2018
Charles Schwab & Co., Inc. Troy MI 09/2014 12/2018
Fidelity Brokerage Services Llc Ann Arbor MI 01/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 12/2018
    Charles Schwab Bank
    Troy, MI
  • 09/2014 → 12/2018
    Charles Schwab & Co., Inc.
    Troy, MI
  • 01/2019 → Present
    Fidelity Brokerage Services Llc
    Ann Arbor, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-13
S65 Uniform Investment Adviser Law Examination 2001-06-16
S63 Uniform Securities Agent State Law Examination 2001-05-12
  • S66 Uniform Combined State Law Examination
    2012-03-13
  • S65 Uniform Investment Adviser Law Examination
    2001-06-16
  • S63 Uniform Securities Agent State Law Examination
    2001-05-12
Other Names
  • Peggy-Sue Marie Cook
  • Peggy-Sue Marie Mcnier
  • Peggy-Sue Marie Mcnier
  • Peggy S Mcnier
  • Peggy-Sue Marie Bowens
  • Peggy-Sue Marie Mcnier
  • Peggy-Sue Marie Allegro
  • Peggy Sue Marie Mcnier

View on SEC IAPD

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