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Melanie G Mcginness

Strategic Advisers LLC

Dallas, TX

Plano, 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

Dallas, TX • United States

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • 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
Jonathan Doyle Dallas TX 02/2019 10/2019
Four Seasons Dallas Resort And Club Irving TX 09/2016 01/2019
Four Seasons Houston Houston TX 05/2015 09/2016
Northwestern Mutual Life Insurance Company Milwaukee WI 08/2020 05/2023
Northwestern Mutual Investment Services Llc Dallas TX 03/2021 11/2023
Jonathan Doyle Dallas TX 10/2019 01/2020
Gabrielle Wilde Dallas TX 10/2019 06/2020
Joseph Ferguson Dallas TX 06/2020 08/2020
Pointer Wealth Dallas TX 05/2023 11/2023
Fidelity Investments Plano TX 12/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2019 → 10/2019
    Jonathan Doyle
    Dallas, TX
  • 09/2016 → 01/2019
    Four Seasons Dallas Resort And Club
    Irving, TX
  • 05/2015 → 09/2016
    Four Seasons Houston
    Houston, TX
  • 08/2020 → 05/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2021 → 11/2023
    Northwestern Mutual Investment Services Llc
    Dallas, TX
  • 10/2019 → 01/2020
    Jonathan Doyle
    Dallas, TX
  • 10/2019 → 06/2020
    Gabrielle Wilde
    Dallas, TX
  • 06/2020 → 08/2020
    Joseph Ferguson
    Dallas, TX
  • 05/2023 → 11/2023
    Pointer Wealth
    Dallas, TX
  • 12/2023 → Present
    Fidelity Investments
    Plano, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dallas, TX
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-13
S63 Uniform Securities Agent State Law Examination 2022-10-31
  • S66 Uniform Combined State Law Examination
    2024-08-13
  • S63 Uniform Securities Agent State Law Examination
    2022-10-31
Other Names
  • Melanie G Mcginness
  • Melanie Grace Mcginness

View on SEC IAPD

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