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Quentin Mclachlan

Strategic Advisers LLC

Mesa, AZ

Phoenix, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-12-18
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-12-18
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Mesa, AZ • United States

3240 East Camelback Road, Phoenix, AZ 85018-2335 • 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
Fidelity Brokerage Services, Llc Phoenix AZ 03/2024 Present
Amp Smart Lehi UT 10/2023 03/2024
Fedex Express Drpaer UT 12/2023 04/2024
Logical Amazon Dsp West Jordan UT 11/2023 12/2023
Revolution Solar Draper UT 07/2023 10/2023
Performance Windows Pleasant Grove UT 06/2023 07/2023
Myplanadvocate Salt Lake City UT 07/2022 06/2023
Archer Mechanical Salt Lake City UT 11/2021 07/2022
Bluegreen Vacations Draper UT 06/2021 11/2021
Family First Life West Jordan UT 05/2020 06/2021
Zagg (Franchise) Murray UT 04/2019 06/2021
Progressive Leasing Draper UT 07/2017 07/2018
Alliance Health South Jordan UT 08/2016 07/2017
Clearlink Ut UT 07/2018 04/2019
Fidelity Investments Boston MA 03/2025 Present
Strategic Advisers, Llc Phoenix AZ 12/2025 Present
  • 03/2024 → Present
    Fidelity Brokerage Services, Llc
    Phoenix, AZ
  • 10/2023 → 03/2024
    Amp Smart
    Lehi, UT
  • 12/2023 → 04/2024
    Fedex Express
    Drpaer, UT
  • 11/2023 → 12/2023
    Logical Amazon Dsp
    West Jordan, UT
  • 07/2023 → 10/2023
    Revolution Solar
    Draper, UT
  • 06/2023 → 07/2023
    Performance Windows
    Pleasant Grove, UT
  • 07/2022 → 06/2023
    Myplanadvocate
    Salt Lake City, UT
  • 11/2021 → 07/2022
    Archer Mechanical
    Salt Lake City, UT
  • 06/2021 → 11/2021
    Bluegreen Vacations
    Draper, UT
  • 05/2020 → 06/2021
    Family First Life
    West Jordan, UT
  • 04/2019 → 06/2021
    Zagg (Franchise)
    Murray, UT
  • 07/2017 → 07/2018
    Progressive Leasing
    Draper, UT
  • 08/2016 → 07/2017
    Alliance Health
    South Jordan, UT
  • 07/2018 → 04/2019
    Clearlink
    Ut, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 12/2025 → Present
    Strategic Advisers, Llc
    Phoenix, AZ
Previous Registrations
  • 2024-10-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Draper, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-18
  • S66 Uniform Combined State Law Examination
    2024-07-18

View on SEC IAPD

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