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Meghan O'BRien

Strategic Advisers LLC

Broomfield, CO

Arvada, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States

Arvada, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc Boulder CO 06/2015 02/2024
Charles Schwab Bank Boulder CO 05/2017 02/2024
Fidelity Investments Broomfield CO 02/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 02/2024
    Charles Schwab & Co., Inc
    Boulder, CO
  • 05/2017 → 02/2024
    Charles Schwab Bank
    Boulder, CO
  • 02/2024 → Present
    Fidelity Investments
    Broomfield, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Broomfield, CO
  • 2017-07-18 → 2024-02-07
    Charles Schwab & Co., Inc.
    Lone Tree, CO
    Boulder, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-14
S63 Uniform Securities Agent State Law Examination 2015-10-09
  • S66 Uniform Combined State Law Examination
    2017-07-14
  • S63 Uniform Securities Agent State Law Examination
    2015-10-09
Other Names
  • Meghan Margaret Obrien
  • Meghan Obrien

View on SEC IAPD

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