Kyle Mcclanahan

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
GA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

GA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568 • United States

Atlanta, GA • 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
Oppenheimer & Co. Inc.	Atlanta	GA	06/2014	03/2018
Fidelity Brokerage Services Llc	Atlanta	GA	07/2018	Present
Unemployed	Atlanta	GA	04/2018	06/2018
Fidelity Investments	Boston	MA	03/2025	Present

06/2014 → 03/2018

Oppenheimer & Co. Inc.

Atlanta, GA
07/2018 → Present

Fidelity Brokerage Services Llc

Atlanta, GA
04/2018 → 06/2018

Unemployed

Atlanta, GA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-12-11 → 2025-03-31

Fidelity Personal And Workplace Advisors

Atlanta, GA
2017-03-17 → 2018-04-13

Oppenheimer & Co. Inc.

New York, NY

Atlanta, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-03-14
S63	Uniform Securities Agent State Law Examination	2014-10-31

S65 Uniform Investment Adviser Law Examination

2017-03-14
S63 Uniform Securities Agent State Law Examination

2014-10-31

Other Names

Kyle Williams Mcclanahan

View on SEC IAPD

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