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Megan Elizabeth Yoder

Strategic Advisers LLC

Bethesda, MD

Gaithersburg, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States

Gaithersburg, MD • 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
Charles Schwab & Co., Inc. Potomac MD 02/2017 06/2020
Active Chiropractic Millersburg OH 10/2013 02/2017
Meg's Interior Design Denver CO 03/2014 12/2017
Charles Schwab Bank Potomac MD 08/2018 10/2018
Fidelity Brokerage Services Llc Bethesda MD 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → 06/2020
    Charles Schwab & Co., Inc.
    Potomac, MD
  • 10/2013 → 02/2017
    Active Chiropractic
    Millersburg, OH
  • 03/2014 → 12/2017
    Meg's Interior Design
    Denver, CO
  • 08/2018 → 10/2018
    Charles Schwab Bank
    Potomac, MD
  • 06/2020 → Present
    Fidelity Brokerage Services Llc
    Bethesda, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bethesda, MD
  • 2017-08-14 → 2020-07-10
    Charles Schwab & Co., Inc.
    Lone Tree, CO
    Indianapolis, IN
    Bethesda, MD
    Potomac, MD
Other Businesses

OBA-92443|OrgNmn:Broker who bakes|Org Addr:Gaithersbu,Maryland,US|OBA Nature:Baking Instagram|Invst Rel:N|Title:Page Manager|Duties:No obligations, everything is on my own time|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-14
  • S66 Uniform Combined State Law Examination
    2017-08-14
Designations
Other Names
  • Meg Burrill
  • Megan Elizabeth Burrill

View on SEC IAPD

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LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

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