Meghan R Schlegel

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
ID	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

ID RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • United States

Meridian, ID • 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
Morgan Stanley Smith Barney Llc	Oak Brook	IL	09/2020	07/2022
The Dam Bar And Grill	Geneva	IL	07/2018	09/2020
Nobel House	Geneva	IL	04/2016	07/2018
Fidelity Investments	Boise	ID	07/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2020 → 07/2022

Morgan Stanley Smith Barney Llc

Oak Brook, IL
07/2018 → 09/2020

The Dam Bar And Grill

Geneva, IL
04/2016 → 07/2018

Nobel House

Geneva, IL
07/2022 → Present

Fidelity Investments

Boise, ID
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-08-29 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boise, ID
2021-01-21 → 2022-08-01

Morgan Stanley

Oak Brook, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-21

S66 Uniform Combined State Law Examination

2021-01-21

Other Names

Meghan Ruth Welsh
Meghan Ruth Schlegel

View on SEC IAPD

More in Eagle, ID

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