Steven Chirstopher Mcneal

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

St. Augustine, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Jacksonville	FL	07/2021	Present
Champion Brands Inc	Jacksonville	FL	11/2017	07/2021
Indianhead Biomass Services	Saint Augustine	FL	03/2010	11/2017
Fidelity Investments	Boston	MA	03/2025	Present

07/2021 → Present

Fidelity Investments

Jacksonville, FL
11/2017 → 07/2021

Champion Brands Inc

Jacksonville, FL
03/2010 → 11/2017

Indianhead Biomass Services

Saint Augustine, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-09-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-02
S63	Uniform Securities Agent State Law Examination	2021-12-27

S66 Uniform Combined State Law Examination

2023-09-02
S63 Uniform Securities Agent State Law Examination

2021-12-27

Other Names

Steven Christopher Mcneal
Steven Mcneal

View on SEC IAPD