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Michael Mcnamara

Strategic Advisers LLC

Cincinnati, OH

Covington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
OrganizationCityStateFromTo
Chick-Fil-A Cincinnati OH 08/2016 11/2017
Shoe Carnival Cincinnati OH 02/2018 08/2018
The Ohio State University (Newark) Dining Newark OH 09/2018 05/2019
The Ohio State University (Mirror Lake Eatery) Columbus OH 09/2019 05/2022
Hyde Park Country Club Cincinnati OH 06/2020 09/2020
Fidelity Investments Covington KY 06/2021 08/2021
Fidelity Investments Covington KY 06/2022 Present
Mcnicholas High School Cincinnati OH 08/2014 06/2018
Unemployed Cincinnati OH 05/2019 09/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 11/2017
    Chick-Fil-A
    Cincinnati, OH
  • 02/2018 → 08/2018
    Shoe Carnival
    Cincinnati, OH
  • 09/2018 → 05/2019
    The Ohio State University (Newark) Dining
    Newark, OH
  • 09/2019 → 05/2022
    The Ohio State University (Mirror Lake Eatery)
    Columbus, OH
  • 06/2020 → 09/2020
    Hyde Park Country Club
    Cincinnati, OH
  • 06/2021 → 08/2021
    Fidelity Investments
    Covington, KY
  • 06/2022 → Present
    Fidelity Investments
    Covington, KY
  • 08/2014 → 06/2018
    Mcnicholas High School
    Cincinnati, OH
  • 05/2019 → 09/2019
    Unemployed
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-10
S63 Uniform Securities Agent State Law Examination 2022-10-04
  • S66 Uniform Combined State Law Examination
    2023-08-10
  • S63 Uniform Securities Agent State Law Examination
    2022-10-04
Other Names
  • Michael Thomas Mcnamara
  • Michael Mcnamara

View on SEC IAPD

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