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Mackenzie Lynn O'COnnor

Strategic Advisers LLC

Cleveland, OH

Westlake, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-10
OH RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-10
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cleveland, OH • United States

1800 Crocker Road, Westlake, OH 44145-6958 • 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
Ancora Holdings Cleveland OH 05/2020 08/2020
University Of Dayton Dayton OH 05/2019 07/2023
Hilow & Spellacy Law Firm Cleveland OH 05/2021 08/2021
Cleveland Browns Berea OH 05/2022 08/2022
Ancora Holdings Cleveland OH 05/2020 08/2020
Northcoast Research Partners, Llc Cleveland OH 08/2023 04/2024
Fidelity Investments Westlake OH 04/2024 Present
Gilmour Academy Gates Mills OH 06/2014 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → 08/2020
    Ancora Holdings
    Cleveland, OH
  • 05/2019 → 07/2023
    University Of Dayton
    Dayton, OH
  • 05/2021 → 08/2021
    Hilow & Spellacy Law Firm
    Cleveland, OH
  • 05/2022 → 08/2022
    Cleveland Browns
    Berea, OH
  • 05/2020 → 08/2020
    Ancora Holdings
    Cleveland, OH
  • 08/2023 → 04/2024
    Northcoast Research Partners, Llc
    Cleveland, OH
  • 04/2024 → Present
    Fidelity Investments
    Westlake, OH
  • 06/2014 → 05/2019
    Gilmour Academy
    Gates Mills, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, OH
  • 2024-02-15 → 2024-04-17
    Northcoast Research Partners, Llc
    Cleveland, OH
    Cleveland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-05
  • S66 Uniform Combined State Law Examination
    2024-02-05
Other Names
  • Mackenzie O'COnnor
  • Mackenzie Lynn Oconnor
  • Mackenzie L O'COnnor

View on SEC IAPD

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