Audrey Mcmillen

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Warrenton, MO • 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

Organization	City	State	From	To
Securian Financial Services	Saint Paul	MN	12/2020	01/2022
Minnesota Life Insurance Company	Saint Paul	MN	12/2020	01/2022
Securian Advisors Nw	Seattle	WA	12/2020	01/2022
Pella Windows & Doors	Seattle	WA	05/2017	12/2020
Pella Windows & Doors	Pella	IA	05/2016	05/2017
Fidelity Investments	Westlake	TX	01/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2020 → 01/2022

Securian Financial Services

Saint Paul, MN
12/2020 → 01/2022

Minnesota Life Insurance Company

Saint Paul, MN
12/2020 → 01/2022

Securian Advisors Nw

Seattle, WA
05/2017 → 12/2020

Pella Windows & Doors

Seattle, WA
05/2016 → 05/2017

Pella Windows & Doors

Pella, IA
01/2022 → Present

Fidelity Investments

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-03-01 → 2025-03-31

Fidelity Personal And Workplace Advisors

Buckley, WA
2020-12-07 → 2022-01-13

Securian Financial Services, Inc.

Seattle, WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-11-24

S66 Uniform Combined State Law Examination

2020-11-24

Other Names

Audrey Plaisance
Audrey M Plaisance
Audrey M Mcmillen
Audrey May Mcmillen

View on SEC IAPD

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