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Claire Mckee

Strategic Advisers LLC

Thornton, 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

Thornton, 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
Cosmopolitan Catering Salt Lake City UT 04/2016 01/2018
Dealersocket Provo UT 07/2016 07/2017
Pizzeria 712 Orem UT 01/2018 08/2019
Honest Eatery Salt Lake City UT 06/2019 09/2019
Fidelity Brokerage Services Llc Salt Lake City UT 09/2019 Present
Student Tualatin OR 07/2017 12/2017
Greenix Pest Control Farmington Hills MI 09/2018 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 01/2018
    Cosmopolitan Catering
    Salt Lake City, UT
  • 07/2016 → 07/2017
    Dealersocket
    Provo, UT
  • 01/2018 → 08/2019
    Pizzeria 712
    Orem, UT
  • 06/2019 → 09/2019
    Honest Eatery
    Salt Lake City, UT
  • 09/2019 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 07/2017 → 12/2017
    Student
    Tualatin, OR
  • 09/2018 → 06/2019
    Greenix Pest Control
    Farmington Hills, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-02-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-10
S63 Uniform Securities Agent State Law Examination 2020-01-17
  • S66 Uniform Combined State Law Examination
    2020-02-10
  • S63 Uniform Securities Agent State Law Examination
    2020-01-17
Other Names
  • Claire Carlson Schoonmaker
  • Claire Carlson Beutler
  • Claire Schoonmaker
  • Claire Carlson Mckee

View on SEC IAPD

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