Brenda G. Mclean

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

• 09/2005 → Present
  Fidelity Brokerage Services Llc
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Azle, TX
  Westlake, TX
• 2007-11-28 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Other Businesses

OBA-1219|OrgNmn:elf Employment (Brenda McLean + Garland McLean hay pr|Org Addr:Azle,Texas,US|OBA Nature:Hay production|Invst Rel:N|Title:Owner|Duties:Produce hay bales to sell to livestock owners.|StrtDt:04-01-08|TotHrs/mon:0.1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2007-11-27
• S63 Uniform Securities Agent State Law Examination
  2001-05-17

Other Names

• Brenda Gay Jones
• Brenda Gay Glass
• Brenda Gay Gungl
• Brenda Gay Mclean