Mitchel Mcgonagle

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → Present
  Fidelity Investments
  Smithfield, RI
• 06/2021 → 08/2021
  Yawgoog Scout Reservation
  Rockville, RI
• 11/2020 → 05/2021
  Market 32
  Sutton, MA
• 10/2020 → 11/2020
  Target
  Lincoln, RI
• 05/2020 → 08/2020
  Yawgoog Scout Reservation
  Rockville, RI
• 01/2020 → 03/2020
  Market 32
  Sutton, RI
• 09/2019 → 05/2020
  Unum Insurance
  Worcester, MA
• 05/2019 → 08/2019
  Yawgoog Scout Reservation
  Rockville, RI
• 09/2018 → 06/2019
  Market 32
  Sutton, MA
• 06/2018 → 08/2018
  Yawgoog Scout Reservation
  Rockville, RI
• 10/2017 → 06/2018
  Whole Foods Market
  Bellingham, MA
• 08/2017 → 10/2017
  Brigidos Fresh Market
  North Smithfield, RI
• 06/2017 → 08/2017
  Yawgoog Scout Reservation
  Rockville, RI
• 08/2016 → 06/2017
  Brigidos Fresh Market
  North Smithfield, RI
• 09/2018 → 05/2021
  Worcester State University
  Worcester, MA
• 09/2016 → 05/2018
  Quinsigamond Community College
  Worcester, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2023-04-28
• S63 Uniform Securities Agent State Law Examination
  2022-03-04

Other Names

• Mitchel Patrick Mcgonagle
• Mitchel Mcgonagle