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Ashaunie Mcneil

Strategic Advisers LLC

Nichols Hills, OK

Oklahoma City, OK

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-14
OK RA APPROVED 2025-08-29
  • TX RA
    APPROVED
    Since 2026-02-14
  • OK RA
    APPROVED
    Since 2025-08-29

Branch Locations

1125 Nw 63Rd St Suite A, Nichols Hills, OK 73116-6504 • United States

Oklahoma City, OK • 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
Urban League Oklahoma City OK 09/2022 05/2023
Ada High School Ada OK 08/2015 08/2019
Embassey Hotel Oklahoma City OK 09/2023 09/2024
Topgolf Oklahoma City OK 09/2019 06/2020
Blue Ridge Services Oklahoma City OK 07/2020 04/2021
U.S. Census Bereau Oklahoma City OK 07/2020 10/2020
University Of Central Oklahoma Edmond OK 08/2019 07/2024
Tbs Factoring Oklahoma City OK 08/2024 09/2024
City Of Ada Ada OK 05/2018 03/2020
Insightful Transit Oklahoma City OK 01/2024 03/2024
Kindred Spirits Oklahoma City OK 08/2022 12/2023
Red River Community Corp Oklahoma City OK 08/2023 04/2024
Fidelity Investments Nichols Hills OK 10/2024 Present
Imagenet Consulting Oklahoma City OK 05/2023 08/2023
  • 09/2022 → 05/2023
    Urban League
    Oklahoma City, OK
  • 08/2015 → 08/2019
    Ada High School
    Ada, OK
  • 09/2023 → 09/2024
    Embassey Hotel
    Oklahoma City, OK
  • 09/2019 → 06/2020
    Topgolf
    Oklahoma City, OK
  • 07/2020 → 04/2021
    Blue Ridge Services
    Oklahoma City, OK
  • 07/2020 → 10/2020
    U.S. Census Bereau
    Oklahoma City, OK
  • 08/2019 → 07/2024
    University Of Central Oklahoma
    Edmond, OK
  • 08/2024 → 09/2024
    Tbs Factoring
    Oklahoma City, OK
  • 05/2018 → 03/2020
    City Of Ada
    Ada, OK
  • 01/2024 → 03/2024
    Insightful Transit
    Oklahoma City, OK
  • 08/2022 → 12/2023
    Kindred Spirits
    Oklahoma City, OK
  • 08/2023 → 04/2024
    Red River Community Corp
    Oklahoma City, OK
  • 10/2024 → Present
    Fidelity Investments
    Nichols Hills, OK
  • 05/2023 → 08/2023
    Imagenet Consulting
    Oklahoma City, OK
Other Businesses

OBA-126411|OrgNmn:tudent Research, Creative, and Scholarly Activities (|Org Addr:Edmond,Oklahoma,US|OBA Nature:Engaging students in research,|Invst Rel:N|Title:research assistant|Duties:Conducting research |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-18
  • S66 Uniform Combined State Law Examination
    2025-08-18

View on SEC IAPD

Other Firms

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ASSET MANAGEMENT ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
MORGAN STANLEY
CAPTRUST
CRP MANAGEMENT XI, LLC

Other Investors

BENJAMIN DANIEL KENNEDY
LAURA ANN ROY
Michael Patrick Hackler
JERRY MILTON WILLIAMS
BRADLEY JOHN RUMENAPP
Darren Croy
Kristi-Anna Celeste Abdoo
JACOB PATRICK RAINBOLT

Other Offices

WILSHIRE-PENNINGTON GROUP, INC. · NICHOLS HILLS, OK
ASSET MANAGEMENT ADVISORS, LLC · OKLAHOMA CITY, OK
ASSET MANAGEMENT ADVISORS, LLC · OKLAHOMA CITY, OK
RAYMOND JAMES & ASSOCIATES, INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK
MML INVESTORS SERVICES, LLC · Oklahoma City, OK
MORGAN STANLEY · Oklahoma City, OK
CAPTRUST · Oklahoma City, OK

More in Nichols Hills, OK

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