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Mark Mcdonough

Strategic Advisers LLC

Torrance, CA

La Palma, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

21701 Hawthorne Blvd, Torrance, CA 90503-7001 • United States

La Palma, CA • 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
Wells Fargo Bank, N.A. Los Angeles CA 06/2011 07/2021
Wells Fargo Advisors Llc Los Angeles CA 07/2011 11/2016
Wells Fargo Clearing Services, Llc Los Angeles CA 11/2016 07/2021
Fidelity Investments Torrance CA 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2011 → 07/2021
    Wells Fargo Bank, N.A.
    Los Angeles, CA
  • 07/2011 → 11/2016
    Wells Fargo Advisors Llc
    Los Angeles, CA
  • 11/2016 → 07/2021
    Wells Fargo Clearing Services, Llc
    Los Angeles, CA
  • 07/2021 → Present
    Fidelity Investments
    Torrance, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Torrance, CA
  • 2011-07-13 → 2021-08-03
    Wells Fargo Clearing Services, Llc
    Los Angeles, CA
    Beverly Hills, CA
    Beverly Hills, CA
    Los Angeles, CA
    El Segundo, CA
    Los Angeles, CA
    Los Angeles, CA
    Long Beach, CA
    El Segundo, CA
  • 2010-05-06 → 2010-12-31
    Woodbury Financial Services, Inc.
    Costa Mesa, CA
  • 2010-01-11 → 2010-04-30
    Chase Investment Services Corp.
    Mission Viejo, CA
  • 2008-08-06 → 2009-12-24
    Wells Fargo Investments, Llc
    Sparks, NV
    Reno, NV
    Reno, NV
    Reno, NV
    Sparks, NV
    Sparks, NV
  • 2005-12-06 → 2008-07-16
    Wells Fargo Clearing Services, Llc
    Seal Beach, CA
    Seal Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-05
  • S66 Uniform Combined State Law Examination
    2005-12-05
Designations
Other Names
  • Mark Franklin Mcdonough

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
EDWARD JONES · TORRANCE, CA

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