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Josephine Olive Mccann

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Denver, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Montana Retirement Income Advisory Missoula MT 09/2016 05/2017
Ywca's Secret Seconds Missoula MT 01/2016 09/2016
Tucker Asset Management Llc Littleton CO 02/2018 01/2019
Cafe Rio Missoula MT 05/2017 09/2017
Victoria's Secret Missoula MT 09/2017 02/2018
University Of Montana Missoula MT 08/2015 06/2019
Montana Retirement Income Advisory Missoula MT 02/2018 01/2019
Classpass Missoula MT 07/2019 10/2021
Unemployed Denver CO 11/2021 12/2021
Fidelity Investments Denver CO 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 05/2017
    Montana Retirement Income Advisory
    Missoula, MT
  • 01/2016 → 09/2016
    Ywca's Secret Seconds
    Missoula, MT
  • 02/2018 → 01/2019
    Tucker Asset Management Llc
    Littleton, CO
  • 05/2017 → 09/2017
    Cafe Rio
    Missoula, MT
  • 09/2017 → 02/2018
    Victoria's Secret
    Missoula, MT
  • 08/2015 → 06/2019
    University Of Montana
    Missoula, MT
  • 02/2018 → 01/2019
    Montana Retirement Income Advisory
    Missoula, MT
  • 07/2019 → 10/2021
    Classpass
    Missoula, MT
  • 11/2021 → 12/2021
    Unemployed
    Denver, CO
  • 01/2022 → Present
    Fidelity Investments
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denver, CO
  • 2018-03-21 → 2019-04-17
    Tucker Asset Management Llc
    Missoula, MT
    Littleton, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-16
S65 Uniform Investment Adviser Law Examination 2017-02-01
  • S66 Uniform Combined State Law Examination
    2022-05-16
  • S65 Uniform Investment Adviser Law Examination
    2017-02-01
Other Names
  • Josephine Olive Mccann
  • Josephine Mccann

View on SEC IAPD

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