Best Investors Account Sign in

Makenzie Belnap

Strategic Advisers LLC

Washington, DC

Arlington, VA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
  • DC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1900 K St Nw Stes 110 & 1175, Washington, DC 20006-1110 • United States

Arlington, VA • 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 Investments Salt Lake City UT 09/2020 Present
Esprit De Corps Llc American Fork UT 06/2020 08/2020
Brigham Young University Provo UT 09/2019 03/2020
Hale Centre Theatre Sandy UT 05/2019 08/2019
Brigham Young University Provo UT 08/2017 05/2019
Marilee Wilson Vocal Studio South Jordan UT 04/2017 12/2017
Hale Centre Theatre Sandy UT 11/2017 02/2018
Disney Cruise Line Cape Canaveral FL 06/2016 03/2017
Self Employed Salt Lake City UT 12/2017 07/2020
Siri And Henrik Osthedt Draper UT 04/2016 09/2019
Fidelity Investments Boston MA 03/2025 Present
  • 09/2020 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2020 → 08/2020
    Esprit De Corps Llc
    American Fork, UT
  • 09/2019 → 03/2020
    Brigham Young University
    Provo, UT
  • 05/2019 → 08/2019
    Hale Centre Theatre
    Sandy, UT
  • 08/2017 → 05/2019
    Brigham Young University
    Provo, UT
  • 04/2017 → 12/2017
    Marilee Wilson Vocal Studio
    South Jordan, UT
  • 11/2017 → 02/2018
    Hale Centre Theatre
    Sandy, UT
  • 06/2016 → 03/2017
    Disney Cruise Line
    Cape Canaveral, FL
  • 12/2017 → 07/2020
    Self Employed
    Salt Lake City, UT
  • 04/2016 → 09/2019
    Siri And Henrik Osthedt
    Draper, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Washington, DC
    Arlington, VA
Other Businesses

OBA-107240|OrgNmn:MaKenzie Belnap|Org Addr:Arlington,Virginia,US|OBA Nature:Singer/songwriter|Invst Rel:N|Title:musician/composer|Duties:write music record and produce|StrtDt:03-01-24|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-30
S63 Uniform Securities Agent State Law Examination 2021-01-22
  • S65 Uniform Investment Adviser Law Examination
    2024-10-30
  • S63 Uniform Securities Agent State Law Examination
    2021-01-22
Other Names
  • Makenzie Diane Belnap
  • Makenzie Belnap

View on SEC IAPD

Other Firms

BRYSPEN, INCORPORATED
3WIRE INVESTMENT
LPL FINANCIAL LLC
ORIDIAN CAPITAL MANAGEMENT, L.P.
C5 CAPITAL USA LLC
AEB CAPITAL
DOMINION FINANCIAL CONSULTANTS, LLC
A.G.P. / ALLIANCE GLOBAL PARTNERS

Other Investors

LEAH SAWYER BRYAN
GARY ANDREW EDMONDS
JAMES DARRELL ZACK
HSIAO-CHUAN CHANG
AMANDA JEAN ZACK
CHRISTINE RUSHIN MISTR
CHARLES DOUGLAS HARTLEY
Marilyn McKinnon

Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

More in Washington, DC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor