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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Jenkintown, PA • United States

300 Main Street, Exton, PA 19341-3707 • 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 04/2007 08/2024
Fidelity Investments Exton PA 08/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2007 → 08/2024
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2024 → Present
    Fidelity Investments
    Exton, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Exton, PA
    Jenkintown, PA
  • 2015-07-17 → 2024-08-22
    Malvern, PA
Other Businesses

OBA-119483|OrgNmn:Freelance musician|Org Addr:Jenkintown,Pennsylvan,US|OBA Nature:Piano soloistist. Musical acco|Invst Rel:N|Title:Musician|Duties:Only occasional weekends and nights that would not conflict with Fidelity responsibilities.|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-04-26
  • S63 Uniform Securities Agent State Law Examination
    2007-04-26
Designations
Other Names
  • Douglas Mcallister
  • Doug Mcallister
  • Douglas Scott Mcallister

View on SEC IAPD

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