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Katrina T Mcneace

Strategic Advisers LLC

Greenwood Village, CO

Brighton, 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 2025-04-04
TX RA APPROVED 2025-04-04
  • CO RA
    APPROVED
    Since 2025-04-04
  • TX RA
    APPROVED
    Since 2025-04-04

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Brighton, 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
Fidelity Brokerage Services Llc Greenwood Village CO 01/2016 Present
  • 01/2016 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-10
S63 Uniform Securities Agent State Law Examination 2016-03-11
  • S66 Uniform Combined State Law Examination
    2025-03-10
  • S63 Uniform Securities Agent State Law Examination
    2016-03-11
Other Names
  • Katrina Tennille Mcneace

View on SEC IAPD

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DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
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RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
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LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
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