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Mckenna Reed

Strategic Advisers LLC

Murray, UT

Salt Lake City, UT

CRD 8183678

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-19
UT RA APPROVED 2026-03-19
  • TX RA
    APPROVED
    Since 2026-03-19
  • UT RA
    APPROVED
    Since 2026-03-19

Branch Locations

Murray, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Doordash Orem UT 12/2021 01/2022
Fidelity Investments Salt Lake City UT 10/2025 Present
Utah Community Credit Union Orem UT 08/2021 08/2022
Utah Valley University Orem UT 08/2022 05/2025
Utah Community Credit Union Orem UT 01/2021 02/2021
Unemployed Orem UT 05/2025 10/2025
Utah Community Credit Union Orem UT 02/2021 08/2021
Unemployed Cedar Hills UT 11/2020 01/2021
In-N-Out Burger American Fork UT 05/2017 11/2020
Unemployed Cedar Hills UT 09/2015 05/2017
  • 12/2021 → 01/2022
    Doordash
    Orem, UT
  • 10/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2021 → 08/2022
    Utah Community Credit Union
    Orem, UT
  • 08/2022 → 05/2025
    Utah Valley University
    Orem, UT
  • 01/2021 → 02/2021
    Utah Community Credit Union
    Orem, UT
  • 05/2025 → 10/2025
    Unemployed
    Orem, UT
  • 02/2021 → 08/2021
    Utah Community Credit Union
    Orem, UT
  • 11/2020 → 01/2021
    Unemployed
    Cedar Hills, UT
  • 05/2017 → 11/2020
    In-N-Out Burger
    American Fork, UT
  • 09/2015 → 05/2017
    Unemployed
    Cedar Hills, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-06
  • S66 Uniform Combined State Law Examination
    2026-03-06
Other Names
  • Mckenna Reed
  • Mckenna Marie Reed

View on SEC IAPD

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