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Devin Mcdonald

Strategic Advisers LLC

San Diego, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

San Diego, 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
Unemployed San Diego CA 08/2023 10/2023
San Diego State University San Diego CA 08/2022 07/2023
Togetherwork Atlanta GA 12/2020 12/2022
San Diego State University San Diego CA 08/2019 05/2023
Sterilumen Boulder CO 06/2021 09/2021
Liberty Flagpoles / Outdoor Solar Store Golden CO 06/2018 09/2018
Teamsnap Boulder CO 04/2017 10/2017
The Coaches Site Boulder CO 06/2017 09/2017
Unemployed Boulder CO 10/2013 07/2019
Equitable Advisors, Llc New York NY 11/2023 05/2024
Fidelity Investments Westlake TX 06/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2023 → 10/2023
    Unemployed
    San Diego, CA
  • 08/2022 → 07/2023
    San Diego State University
    San Diego, CA
  • 12/2020 → 12/2022
    Togetherwork
    Atlanta, GA
  • 08/2019 → 05/2023
    San Diego State University
    San Diego, CA
  • 06/2021 → 09/2021
    Sterilumen
    Boulder, CO
  • 06/2018 → 09/2018
    Liberty Flagpoles / Outdoor Solar Store
    Golden, CO
  • 04/2017 → 10/2017
    Teamsnap
    Boulder, CO
  • 06/2017 → 09/2017
    The Coaches Site
    Boulder, CO
  • 10/2013 → 07/2019
    Unemployed
    Boulder, CO
  • 11/2023 → 05/2024
    Equitable Advisors, Llc
    New York, NY
  • 06/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
  • 2024-01-30 → 2024-05-30
    Equitable Advisors, Llc
    San Diego, CA
Other Businesses

OBA-132620|OrgNmn:Argus Automation|Org Addr:San Diego,California,US|OBA Nature:Webstie Automation Consulting|Invst Rel:N|Title:Sole Proprietor|Duties:Meeting with local businesses without websites to assist them build a website.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-29
  • S66 Uniform Combined State Law Examination
    2024-01-29
Other Names
  • Devin Cole Wallen Mcdonald

View on SEC IAPD

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