Kerri Mclean

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
MD	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

MD RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Baltimore, MD • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
T Rowe Price	Tampa	FL	02/2013	09/2020
Fidelity Investments	Baltimore	MD	09/2021	Present
Unemployed	Baltimore	MD	09/2020	09/2021
Fidelity Investments	Boston	MA	03/2025	Present

02/2013 → 09/2020

T Rowe Price

Tampa, FL
09/2021 → Present

Fidelity Investments

Baltimore, MD
09/2020 → 09/2021

Unemployed

Baltimore, MD
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-11-18 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY
2017-03-23 → 2020-09-28

T. Rowe Price Advisory Services, Inc.

Tampa, FL

Owings Mills, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-03-13
S63	Uniform Securities Agent State Law Examination	2015-06-30

S66 Uniform Combined State Law Examination

2017-03-13
S63 Uniform Securities Agent State Law Examination

2015-06-30

Other Names

Kerri Jo Melissa Mclean
Kerri-Jo Mclean
Kerri Melissa Mclean

View on SEC IAPD

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