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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

5101 Levis Commons Blvd, Perrysburg, OH 43551-7146 • United States

Perrysburg, OH • United States

Disclosures

2 disclosure categories 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Champs Sports Indianapolis IN 06/2012 04/2017
Sam's Club Terre Haute IN 05/2017 09/2017
College - Indiana State University Terre Haute IN 09/2017 06/2018
Rescare Community Living Terre Haute IN 06/2018 08/2018
College - Indiana State University Terre Haute IN 08/2018 12/2019
Unemployed Indianapolis IN 12/2019 02/2020
Keybank Cleveland OH 02/2020 08/2021
Fidelity Investments Covington KY 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → 04/2017
    Champs Sports
    Indianapolis, IN
  • 05/2017 → 09/2017
    Sam's Club
    Terre Haute, IN
  • 09/2017 → 06/2018
    College - Indiana State University
    Terre Haute, IN
  • 06/2018 → 08/2018
    Rescare Community Living
    Terre Haute, IN
  • 08/2018 → 12/2019
    College - Indiana State University
    Terre Haute, IN
  • 12/2019 → 02/2020
    Unemployed
    Indianapolis, IN
  • 02/2020 → 08/2021
    Keybank
    Cleveland, OH
  • 08/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-105155|OrgNmn:DAMN GOOD Cleaning |Org Addr:Cleveland ,Ohio,US|OBA Nature:Cleaning services |Invst Rel:N|Title:Partner|Duties:No duties or obligations|StrtDt:07-23-20|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-14
  • S66 Uniform Combined State Law Examination
    2022-03-14
Other Names
  • Milton Mcclain
  • Milton Mcclain

View on SEC IAPD

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