Megan Addison

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
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Argyle, TX • United States

Disclosures

1 disclosure category 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 No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Westlake	TX	10/2022	Present
Total Wine & More	Euless	TX	09/2018	09/2022
Republic Bank & Trust	Louisville	KY	04/2017	01/2019
Legacy Business Development	Louisville	KY	09/2016	03/2017
Honda World Of Louisville	Louisville	KY	06/2015	09/2016
Fidelity Investments	Boston	MA	03/2025	Present

10/2022 → Present

Fidelity Investments

Westlake, TX
09/2018 → 09/2022

Total Wine & More

Euless, TX
04/2017 → 01/2019

Republic Bank & Trust

Louisville, KY
09/2016 → 03/2017

Legacy Business Development

Louisville, KY
06/2015 → 09/2016

Honda World Of Louisville

Louisville, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-05-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Clermont, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-08
S63	Uniform Securities Agent State Law Examination	2023-03-10

S66 Uniform Combined State Law Examination

2024-05-08
S63 Uniform Securities Agent State Law Examination

2023-03-10

Other Names

Megan Leann Addison
Megan Leann Swinehart
Megan Addison

View on SEC IAPD

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