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Maegan Sloggett

Strategic Advisers LLC

Brea, CA

Brea, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-07
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-07
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

815 E Birch St, Brea, CA 92821-5765 • United States

Brea, CA • 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
Morgan Stanley Newport CA 03/2018 08/2024
University Of Wyoming Laramie WY 08/2017 12/2017
Uncg Greensboro NC 06/2015 07/2017
Fidelity Investments Brea CA 08/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2018 → 08/2024
    Morgan Stanley
    Newport, CA
  • 08/2017 → 12/2017
    University Of Wyoming
    Laramie, WY
  • 06/2015 → 07/2017
    Uncg
    Greensboro, NC
  • 08/2024 → Present
    Fidelity Investments
    Brea, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brea, CA
  • 2019-11-01 → 2024-08-15
    Morgan Stanley
    Charlotte, NC
    Carlsbad, CA
    Los Angeles, CA
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-01
  • S66 Uniform Combined State Law Examination
    2019-11-01
Other Names
  • Maegan Leigh Sloggett
  • Maegan Sloggett

View on SEC IAPD

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KEVIN OWEN SIMON
CHRISTINA MOON

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INVESTLINC WEALTH SERVICES · BREA, CA
MORGAN STANLEY · Brea, CA
LPL FINANCIAL LLC · BREA, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BREA, CA
LPL FINANCIAL LLC · Brea, CA
OSAIC WEALTH, INC. · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA
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