Mackenzie B. Koets

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
AZ	RA	APPROVED	2026-06-16
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

AZ RA
APPROVED

Since 2026-06-16
CO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • United States

7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • United States

Gilbert, AZ • 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
Fidelity Brokerage Services, Llc	Jacksonville	FL	05/2014	Present
Fidelity Investments	Boston	MA	03/2025	Present
Strategic Advisers Llc	Scottsdale	AZ	06/2026	Present

05/2014 → Present

Fidelity Brokerage Services, Llc

Jacksonville, FL
03/2025 → Present

Fidelity Investments

Boston, MA
06/2026 → Present

Strategic Advisers Llc

Scottsdale, AZ

Previous Registrations

2018-08-08 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-08-04
S63	Uniform Securities Agent State Law Examination	2014-06-23

S66 Uniform Combined State Law Examination

2018-08-04
S63 Uniform Securities Agent State Law Examination

2014-06-23

Designations

Other Names

Mackenzie Bruner Koets

View on SEC IAPD

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