Mark Douglas Mcmillan

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

12532 Memorial Drive, Houston, TX 77024-6000 • United States

Houston, TX • 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

Organization	City	State	From	To
The Hobbit Cafe	Houston	TX	12/2021	12/2021
Full-Time Student	Houston	TX	01/2013	07/2023
Fidelity Investments	Houston	TX	06/2022	11/2022
Fidelity Investments	Houston	TX	07/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2021 → 12/2021

The Hobbit Cafe

Houston, TX
01/2013 → 07/2023

Full-Time Student

Houston, TX
06/2022 → 11/2022

Fidelity Investments

Houston, TX
07/2023 → Present

Fidelity Investments

Houston, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-06-19 → 2025-03-31

Fidelity Personal And Workplace Advisors

Houston, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-19

S66 Uniform Combined State Law Examination

2024-05-19

View on SEC IAPD

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WILLIAM THOMAS PAYNE

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GREGORY JAMES KALLUS

Philip Chukwuezugo Onochie

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TRI-STAR ADVISORS, INC. · HOUSTON, TX

HORNOR, TOWNSEND & KENT, LLC · Houston, TX

AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX

LPL FINANCIAL LLC · HOUSTON, TX

MARINER INDEPENDENT · Houston, TX

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