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Mary Mcminn

Strategic Advisers LLC

Superior, CO

Broomfield, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Superior, CO • United States

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • 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
Edward Jones St Louis MO 09/2019 10/2020
American Red Cross Alexandria LA 01/2015 01/2019
Unemployed Superior CO 02/2019 09/2019
Fidelity Investments Greenwood Village CO 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 10/2020
    Edward Jones
    St Louis, MO
  • 01/2015 → 01/2019
    American Red Cross
    Alexandria, LA
  • 02/2019 → 09/2019
    Unemployed
    Superior, CO
  • 01/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2020-01-07 → 2020-08-03
    Edward Jones
    St Louis, MO
    Superior, CO
    Boulder, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-06
  • S66 Uniform Combined State Law Examination
    2020-01-06
Other Names
  • Mary Frances Davis
  • Mary Frances Mcminn
  • Mary Davis Mcminn

View on SEC IAPD

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