Mark P Mcginnis

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2009 → 04/2019
  Citizens Securities, Inc
  Massillon, OH
• 04/2019 → 09/2019
  Unemployed
  Barberton, OH
• 09/2019 → 08/2020
  Allstate Insurance Co
  Hartsville, OH
• 07/2020 → 10/2020
  United States Postal Service
  Wadsworth, OH
• 11/2020 → 09/2021
  Lowe's
  Wadsworth, OH
• 09/2021 → Present
  Fidelity Investments
  Barberton, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2019-10-01 → 2020-09-01
  Allstate Financial Advisors, Llc
  Hartsville, OH
  Akron, OH
• 2016-10-12 → 2019-05-14
  Citizens Securities, Inc.
  Parma, OH
  Reynoldsburg, OH
  Columbus, OH
  Columbus, OH
  Canal Winchester, OH
  Girard, OH
  Youngstown, OH
  Boardman, OH
  Portsmouth, OH
  Wheelersburg, OH
  Salem, OH
  Austintown, OH
  Massillon, OH
  Canton, OH
  Bolivar, OH
  Massillon, OH
  New Philadelphia, OH
  Fairlawn, OH
  Massillon, OH
  Akron, OH
  Akron, OH
  Fairlawn, OH

Exams

• S66 Uniform Combined State Law Examination
  2016-10-11

Other Names

• Mark Patrick Mcginnis
• Mark P Mcginnis