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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Broomall, PA • 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
The Vanguard Group, Inc. Malvern PA 03/2015 07/2021
Fidelity Investments Millburn NJ 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 07/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 07/2021 → Present
    Fidelity Investments
    Millburn, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-18
S63 Uniform Securities Agent State Law Examination 2003-07-11
  • S65 Uniform Investment Adviser Law Examination
    2006-09-18
  • S63 Uniform Securities Agent State Law Examination
    2003-07-11
Designations
Other Names
  • Dominica Gutierrez Mccann
  • Dominica Antonnette Gutierrez
  • Nicci Mccann
  • Dominica Mccann

View on SEC IAPD

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