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Megan A. Minton

Strategic Advisers LLC

Elizabethtown, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-12-17
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-12-17
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Elizabethtown, KY • 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
Jpmorgan Chase Bank, N.A. Frisco TX 12/2019 10/2020
J.P. Morgan Securities Llc Frisco TX 12/2019 10/2020
Charles Schwab Mckinney TX 10/2019 10/2019
United States Air Force - 501 Csw Huntingdon 10/2017 05/2019
Keesler Federal Credit Union Raf Alconbury 04/2017 10/2017
Albertson's Companies Pleasanton CA 05/2017 08/2017
World Trade Center Savannah Savannah GA 05/2016 10/2016
Susan Lyon Richmond Hill GA 04/2014 12/2016
Unemployed Huntingdon 01/2017 03/2017
Unemployed Melissa TX 06/2019 09/2019
Unemployed Melissa TX 11/2019 11/2019
Fidelity Investments Westlake TX 10/2020 Present
Armstrong State University Savannah GA 01/2015 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 12/2019 → 10/2020
    Jpmorgan Chase Bank, N.A.
    Frisco, TX
  • 12/2019 → 10/2020
    J.P. Morgan Securities Llc
    Frisco, TX
  • 10/2019 → 10/2019
    Charles Schwab
    Mckinney, TX
  • 10/2017 → 05/2019
    United States Air Force - 501 Csw
    Huntingdon
  • 04/2017 → 10/2017
    Keesler Federal Credit Union
    Raf Alconbury
  • 05/2017 → 08/2017
    Albertson's Companies
    Pleasanton, CA
  • 05/2016 → 10/2016
    World Trade Center Savannah
    Savannah, GA
  • 04/2014 → 12/2016
    Susan Lyon
    Richmond Hill, GA
  • 01/2017 → 03/2017
    Unemployed
    Huntingdon
  • 06/2019 → 09/2019
    Unemployed
    Melissa, TX
  • 11/2019 → 11/2019
    Unemployed
    Melissa, TX
  • 10/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2015 → 12/2016
    Armstrong State University
    Savannah, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-17241|OrgNmn:High Societea Rentals & Inflations |Org Addr:Schertz,Texas,US|OBA Nature:Authentic British Bone China R|Invst Rel:N|Title:Owner/Operator|Duties:Logistics, Sales and Admin of the rentals & balloons|StrtDt:10-05-20|TotHrs/mon:10|TrdHrs/mon:0|OBA-125317|OrgNmn:MAM Collective LLC |Org Addr:Schertz,Texas,US|OBA Nature:Mid-Term Rental LLC|Invst Rel:Y|Title:Managing Member|Duties:Primary Member of LLC for the purpose of renting out our home after re-locating|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-28
S63 Uniform Securities Agent State Law Examination 2020-09-14
  • S66 Uniform Combined State Law Examination
    2021-01-28
  • S63 Uniform Securities Agent State Law Examination
    2020-09-14
Other Names
  • Megan Ann Owens
  • Megan Ann Minton
  • Megan A. Minton

View on SEC IAPD

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