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Kathleen Casey Mccann

Strategic Advisers LLC

Westlake, TX

Sanger, 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 2026-04-21
  • TX RA
    APPROVED
    Since 2026-04-21

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Sanger, TX • 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 Investments Westlake TX 09/2024 Present
Homespire Mortgage Gaithersburg MD 08/2023 09/2024
Elite Financing, Llc The Colony TX 08/2022 08/2023
Mr. Cooper Lewisville TX 03/2022 08/2022
Biolife Lewisville TX 03/2013 03/2022
  • 09/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2023 → 09/2024
    Homespire Mortgage
    Gaithersburg, MD
  • 08/2022 → 08/2023
    Elite Financing, Llc
    The Colony, TX
  • 03/2022 → 08/2022
    Mr. Cooper
    Lewisville, TX
  • 03/2013 → 03/2022
    Biolife
    Lewisville, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-18
S63 Uniform Securities Agent State Law Examination 2025-01-29
  • S66 Uniform Combined State Law Examination
    2026-04-18
  • S63 Uniform Securities Agent State Law Examination
    2025-01-29
Other Names
  • Kathleen C Mccann
  • Kathleen Mccann

View on SEC IAPD

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CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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