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Drey Mcinnes

Strategic Advisers LLC

Hickory Creek, TX

Dallas, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Hickory Creek, TX • United States

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bainbridge Island WA 08/2018 06/2021
Mcs Poulsbo WA 08/2017 09/2017
Umass Lowell Lowell MA 09/2016 05/2017
Western Oregon University Monmouth OR 09/2017 06/2018
Bank Of America, N.A. Bainbridge Island WA 09/2018 06/2021
Fidelity Investments Seattle WA 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → 06/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Bainbridge Island, WA
  • 08/2017 → 09/2017
    Mcs
    Poulsbo, WA
  • 09/2016 → 05/2017
    Umass Lowell
    Lowell, MA
  • 09/2017 → 06/2018
    Western Oregon University
    Monmouth, OR
  • 09/2018 → 06/2021
    Bank Of America, N.A.
    Bainbridge Island, WA
  • 08/2021 → Present
    Fidelity Investments
    Seattle, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Seattle, WA
  • 2018-11-23 → 2021-06-07
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Bainbridge Island, WA
    New York, NY
    Tucson, AZ
    Tucson, AZ
    Tucson, AZ
    Santa Clarita, CA
    Phoenix, AZ
    Tucson, AZ
    Tucson, AZ
Other Businesses

OBA-130533|OrgNmn:Healing Hyperbaric Co. |Org Addr:Hickory Cr,Texas,US|OBA Nature:Medical Clinic|Invst Rel:N|Title:Officer|Duties:Hiring General manager, Medical Director, will run day to day obligations. |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-21
  • S66 Uniform Combined State Law Examination
    2018-11-21
Other Names
  • Drey Mcinnes
  • Drey Duwayne Mcinnes

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