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Duncan Thomas Macdonald

Strategic Advisers LLC

Charlotte, NC

Huntersville, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-11
NC RA APPROVED 2025-05-06
  • TX RA
    APPROVED
    Since 2025-09-11
  • NC RA
    APPROVED
    Since 2025-05-06

Branch Locations

Charlotte, NC • United States

16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078-4463 • 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
Halvorsons Upstreet Cafe Burlington VT 05/2017 12/2021
Fidelity Investments Covington KY 01/2024 Present
Bluegrass Pizza And Pub Danville KY 08/2022 05/2023
Leddy Park Arena Burlington VT 10/2016 05/2019
Full Time Student Danville KY 08/2019 05/2023
Kwiniaska Golf Club Shelburne VT 06/2023 08/2023
High School Student Burlington VT 01/2014 09/2016
Burlington Parks And Recreated Burlington VT 06/2017 08/2017
Centre College Danville KY 09/2019 05/2021
Johnsonlambert Llp Burlington VT 06/2022 07/2022
Marsh Mclennan Captive Solutions Colchester VT 08/2023 01/2024
Shaws South Burlington VT 09/2016 10/2016
  • 05/2017 → 12/2021
    Halvorsons Upstreet Cafe
    Burlington, VT
  • 01/2024 → Present
    Fidelity Investments
    Covington, KY
  • 08/2022 → 05/2023
    Bluegrass Pizza And Pub
    Danville, KY
  • 10/2016 → 05/2019
    Leddy Park Arena
    Burlington, VT
  • 08/2019 → 05/2023
    Full Time Student
    Danville, KY
  • 06/2023 → 08/2023
    Kwiniaska Golf Club
    Shelburne, VT
  • 01/2014 → 09/2016
    High School Student
    Burlington, VT
  • 06/2017 → 08/2017
    Burlington Parks And Recreated
    Burlington, VT
  • 09/2019 → 05/2021
    Centre College
    Danville, KY
  • 06/2022 → 07/2022
    Johnsonlambert Llp
    Burlington, VT
  • 08/2023 → 01/2024
    Marsh Mclennan Captive Solutions
    Colchester, VT
  • 09/2016 → 10/2016
    Shaws
    South Burlington, VT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-06
S63 Uniform Securities Agent State Law Examination 2024-04-03
  • S66 Uniform Combined State Law Examination
    2024-12-06
  • S63 Uniform Securities Agent State Law Examination
    2024-04-03
Other Names
  • Duncan Thomas Macdonald
  • Duncan Macdonald
  • Duncan T Macdonald

View on SEC IAPD

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