Brendan J. Mcdonald

Strategic Advisers LLC

Greenwood Village, CO

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Denver, CO • 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
Touchstone Securities	Cincinnati	OH	11/2014	01/2018
Hibernus Investments Llc	Denver	CO	01/2018	09/2020
Premier Investments, Llc	Denver	CO	09/2020	05/2021
Foreside Fund Services, Llc	Denver	CO	12/2020	05/2021
Fidelity Investments	Greenwood Village	CO	06/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2014 → 01/2018

Touchstone Securities

Cincinnati, OH
01/2018 → 09/2020

Hibernus Investments Llc

Denver, CO
09/2020 → 05/2021

Premier Investments, Llc

Denver, CO
12/2020 → 05/2021

Foreside Fund Services, Llc

Denver, CO
06/2021 → Present

Fidelity Investments

Greenwood Village, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-08-25 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO
2018-05-11 → 2020-10-15

Hibernus Investments Llc

Denver, CO
2014-11-24 → 2018-02-01

Touchstone Advisors Inc

Denver, CO

Cincinnati, OH
2010-01-04 → 2014-11-03

Allspring Funds Management, Llc

San Francisco, CA
2009-05-18 → 2010-01-04

Evergreen Investment Management Co

Boston, MA
2006-06-29 → 2007-06-13

New York Life Investment Management Llc

New York, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2021-01-02
S65	Uniform Investment Adviser Law Examination	2006-06-22

S63 Uniform Securities Agent State Law Examination

2021-01-02
S65 Uniform Investment Adviser Law Examination

2006-06-22

Other Names

Brendan J Mcdonald
Brendan James Mcdonald
Brendan Mcdonald

View on SEC IAPD

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Other Investors

BRENNAN PAUL PATE

JOHN MICHAEL DODDS

DEANNA LEE MEYER

BRENT Allan LEE

Dean Edward Norsworthy

DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO

MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO

AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

MORGAN STANLEY · Greenwood Village, CO

RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO

LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO

LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO

WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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