Adam Mackenzie

Strategic Advisers LLC

Santa Barbara, CA

Santa Barbara, CA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Santa Barbara, CA • United States

3793 State Street, Santa Barbara, CA 93105-3116 • 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

Organization	City	State	From	To
Td Ameritrade	Santa Barbara	CA	01/2008	07/2019
Fidelity Investments	Santa Barbara	CA	07/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2008 → 07/2019

Td Ameritrade

Santa Barbara, CA
07/2019 → Present

Fidelity Investments

Santa Barbara, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-07-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Santa Barbara, CA
2008-01-24 → 2019-07-08

Td Ameritrade, Inc.

Santa Barbara, CA
2008-01-24 → 2019-07-08

Td Ameritrade Investment Management, Llc

Santa Barbara, CA
2005-05-27 → 2008-01-04

Banc Of America Investment Services, Inc.

Walnut Creek, CA

Walnut Creek, CA

Mill Valley, CA
2001-05-07 → 2005-06-01

Morgan Stanley Dw Inc.

San Rafael, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-12-01

S66 Uniform Combined State Law Examination

1999-12-01

Designations

Other Names

Adam Mackenzie
Adam Christopher Mackenzie

View on SEC IAPD

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