Kathleen Casey Mccann

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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