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Mia Mccaskill

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

CRD 7908817

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-06
TX RA APPROVED 2026-03-04
  • FL RA
    APPROVED
    Since 2026-03-06
  • TX RA
    APPROVED
    Since 2026-03-04

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Alacrity Adjusting Solutions Llc Atlanta GA 11/2019 10/2021
Unemployed Atlanta GA 01/2019 06/2019
The Best Irs Claims Atlanta GA 09/2017 10/2017
Fellfab Atlanta GA 07/2019 10/2019
Unemployed Jacksonville FL 06/2022 07/2022
Unemployed Jacksonville FL 10/2023 03/2024
Fidelity Investments Jacksonville FL 04/2024 Present
Alacrity Adjusting Solutions Llc Jacksonville FL 02/2022 05/2022
Unemployed Atlanta GA 09/2019 10/2019
Unemployed Jacksonville FL 11/2021 01/2022
Alacrity Adjusting Solutions Llc Jacksonville FL 08/2022 09/2023
Fulton County State Court Clerks Office Atlanta GA 09/2015 08/2017
Unemployed Atlanta GA 11/2017 03/2018
Icebox Diamonds & Watches Atlanta GA 04/2018 01/2019
  • 11/2019 → 10/2021
    Alacrity Adjusting Solutions Llc
    Atlanta, GA
  • 01/2019 → 06/2019
    Unemployed
    Atlanta, GA
  • 09/2017 → 10/2017
    The Best Irs Claims
    Atlanta, GA
  • 07/2019 → 10/2019
    Fellfab
    Atlanta, GA
  • 06/2022 → 07/2022
    Unemployed
    Jacksonville, FL
  • 10/2023 → 03/2024
    Unemployed
    Jacksonville, FL
  • 04/2024 → Present
    Fidelity Investments
    Jacksonville, FL
  • 02/2022 → 05/2022
    Alacrity Adjusting Solutions Llc
    Jacksonville, FL
  • 09/2019 → 10/2019
    Unemployed
    Atlanta, GA
  • 11/2021 → 01/2022
    Unemployed
    Jacksonville, FL
  • 08/2022 → 09/2023
    Alacrity Adjusting Solutions Llc
    Jacksonville, FL
  • 09/2015 → 08/2017
    Fulton County State Court Clerks Office
    Atlanta, GA
  • 11/2017 → 03/2018
    Unemployed
    Atlanta, GA
  • 04/2018 → 01/2019
    Icebox Diamonds & Watches
    Atlanta, GA
Other Businesses

OBA-108873|OrgNmn:Ratchet Roach Pest Control|Org Addr:Jacksonvil,Florida,US|OBA Nature:pest control services|Invst Rel:N|Title:Director|Duties:business development |StrtDt:05-21-18|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-02
S63 Uniform Securities Agent State Law Examination 2024-12-04
  • S66 Uniform Combined State Law Examination
    2026-03-02
  • S63 Uniform Securities Agent State Law Examination
    2024-12-04
Other Names
  • Mia Mccaskill
  • Mia S Mccaskill

View on SEC IAPD

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