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Brenda J. Donohue

Strategic Advisers LLC

Napa, 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 2025-05-20
TX RA APPROVED 2025-05-20
  • CA RA
    APPROVED
    Since 2025-05-20
  • TX RA
    APPROVED
    Since 2025-05-20

Branch Locations

Napa, 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 Napa CA 12/2024 02/2025
Fidelity Investments Napa CA 03/2025 Present
Unemployed Napa CA 04/2024 05/2024
Morgan Stanley Napa CA 07/2023 03/2024
Fidelity Investments Napa CA 09/2021 07/2023
Treasury Americas Napa CA 06/2024 11/2024
The Vanguard Group, Inc. Malvern PA 03/2010 09/2021
  • 12/2024 → 02/2025
    Unemployed
    Napa, CA
  • 03/2025 → Present
    Fidelity Investments
    Napa, CA
  • 04/2024 → 05/2024
    Unemployed
    Napa, CA
  • 07/2023 → 03/2024
    Morgan Stanley
    Napa, CA
  • 09/2021 → 07/2023
    Fidelity Investments
    Napa, CA
  • 06/2024 → 11/2024
    Treasury Americas
    Napa, CA
  • 03/2010 → 09/2021
    The Vanguard Group, Inc.
    Malvern, PA
Previous Registrations
  • 2023-08-10 → 2024-03-05
    Morgan Stanley
    Napa, CA
  • 2021-10-14 → 2023-07-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2020-02-28 → 2021-09-30
    Vanguard Advisers, Inc.
    Malvern, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-02
S63 Uniform Securities Agent State Law Examination 2010-04-20
  • S66 Uniform Combined State Law Examination
    2019-12-02
  • S63 Uniform Securities Agent State Law Examination
    2010-04-20
Other Names
  • Brenda Douglas
  • Brenda Donohue
  • Brenda Jo Donohue
  • Brenda J Donohue

View on SEC IAPD

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