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Sean Mckay

Strategic Advisers LLC

Keller, TX

Southlake, 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

Keller, TX • United States

1540 East Southlake Blvd, Southlake, TX 76092-6421 • 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
Fidelity Brokerage Services Llc Salt Lake City UT 04/2005 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2005 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-07-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-27
S63 Uniform Securities Agent State Law Examination 2005-08-19
  • S66 Uniform Combined State Law Examination
    2019-06-27
  • S63 Uniform Securities Agent State Law Examination
    2005-08-19
Other Names
  • Sean Mckay
  • Sean Alexander Mckay
  • Sean Alexander Mckay

View on SEC IAPD

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