Tanner Mcmillen

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-05-14

CA RA
APPROVED

Since 2026-05-14

Branch Locations

Pleasanton, CA • United States

4500 A Tassajara Road, Dublin, CA 94568-4608 • 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

Organization	City	State	From	To
Vinopremier	Madrid		05/2024	08/2024
Sidetrack Bar + Gri	Pleasanton	CA	05/2019	08/2022
Unemployed	Pleasanton	CA	07/2025	01/2026
Giving Tree Wealth Advisors	San Ramon	CA	06/2023	08/2023
Unemployed	Pleasanton	CA	05/2017	08/2017
Chapman University	Orange	CA	08/2021	05/2025
Fidelity Investments	Dublin	CA	01/2026	Present
Amador Valley High School	Pleasanton	CA	08/2017	05/2021
The Wine Group	Livermore	CA	05/2022	08/2023
Morgan Stanley	Long Beach	CA	10/2024	07/2025
Pleasanton Middle School	Pleasanton	CA	08/2014	05/2017

05/2024 → 08/2024

Vinopremier

Madrid
05/2019 → 08/2022

Sidetrack Bar + Gri

Pleasanton, CA
07/2025 → 01/2026

Unemployed

Pleasanton, CA
06/2023 → 08/2023

Giving Tree Wealth Advisors

San Ramon, CA
05/2017 → 08/2017

Unemployed

Pleasanton, CA
08/2021 → 05/2025

Chapman University

Orange, CA
01/2026 → Present

Fidelity Investments

Dublin, CA
08/2017 → 05/2021

Amador Valley High School

Pleasanton, CA
05/2022 → 08/2023

The Wine Group

Livermore, CA
10/2024 → 07/2025

Morgan Stanley

Long Beach, CA
08/2014 → 05/2017

Pleasanton Middle School

Pleasanton, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-12

S66 Uniform Combined State Law Examination

2026-05-12

View on SEC IAPD

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