Brendan J. Mcdonald

STRATEGIC ADVISERS LLC

DENVER, CO

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CRD#: 2166623

Professional summary

Brendan J. Mcdonald, who also goes by Brendan James Mcdonald, Brendan J Mcdonald, Brendan Mcdonald, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Denver, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Greenwood Village, Colorado.

Brendan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Brendan has worked at 20 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brendan James Mcdonald | Brendan J Mcdonald | Brendan Mcdonald

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan J. Mcdonald's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039

RIA

CRD#: 104555

DENVER, CO

Current

August 16, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 6501 S Fiddler's Green Circle Ste 300 - 600, Greenwood Village, CO 80111-4932

CRD#: 7784

Greenwood Village, CO

Past

August 25, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

GREENWOOD VILLAGE, CO

Past

January 6, 2021 - May 18, 2021

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

May 11, 2018 - October 15, 2020

HIBERNUS INVESTMENTS LLC

RIA

CRD#: 293534

DENVER, CO

Past

November 24, 2014 - February 1, 2018

TOUCHSTONE ADVISORS INC

RIA

CRD#: 107028

DENVER, CO

Past

November 24, 2014 - February 1, 2018

TOUCHSTONE SECURITIES, INC.

CRD#: 1526

CINCINNATI, OH

Past

January 4, 2010 - November 3, 2014

ALLSPRING FUNDS MANAGEMENT, LLC

RIA

CRD#: 110841

SAN FRANCISCO, CA

Past

January 4, 2010 - November 3, 2014

ALLSPRING FUNDS DISTRIBUTOR, LLC

CRD#: 133366

CHARLOTTE, NC

Past

May 18, 2009 - January 4, 2010

EVERGREEN INVESTMENT MANAGEMENT CO

RIA

CRD#: 104594

BOSTON, MA

Past

June 22, 2007 - January 4, 2010

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

Past

June 29, 2006 - June 13, 2007

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

RIA

CRD#: 109591

NEW YORK, NY

Past

August 26, 2005 - June 13, 2007

NYLIFE DISTRIBUTORS LLC

CRD#: 35350

JERSEY CITY, NJ

Past

May 28, 2004 - June 3, 2005

BNY MELLON SECURITIES CORPORATION

CRD#: 231

NEW YORK, NY

Past

June 2, 2003 - September 16, 2003

ARROW INVESTMENTS, INC.

CRD#: 45936

RYE BROOK, NY

Past

January 20, 1998 - September 6, 2002

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

October 25, 1993 - January 1, 1998

ALLIANCEBERNSTEIN INVESTMENTS, INC.

CRD#: 14549

NASHVILLE, TN

Past

September 29, 1992 - January 5, 1993

GRUNTAL & CO., L.L.C.

CRD#: 372

NEW YORK, NY

Past

March 30, 1992 - September 29, 1992

GKN SECURITIES CORP.

CRD#: 19415

NEW YORK, NY

Past

March 9, 1992 - December 2, 1993

HANOVER, STERLING & COMPANY LTD.

CRD#: 15491

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(8/19/2021)

Alaska
(9/3/2021)

Arizona
(8/25/2021)

Arkansas
(8/17/2021)

California
(8/17/2021)

Colorado
(8/17/2021)

IAR

Colorado
(3/31/2025)

Connecticut
(8/17/2021)

Delaware
(8/30/2021)

District of Columbia
(8/17/2021)

Florida
(8/17/2021)

Georgia
(8/17/2021)

Hawaii
(8/17/2021)

Idaho
(8/17/2021)

Illinois
(8/23/2021)

Indiana
(8/27/2021)

Iowa
(8/16/2021)

Kansas
(8/17/2021)

Kentucky
(8/18/2021)

Louisiana
(8/23/2021)

Maine
(8/16/2021)

Maryland
(8/17/2021)

Massachusetts
(8/17/2021)

Michigan
(8/17/2021)

Minnesota
(8/24/2021)

Mississippi
(8/18/2021)

Missouri
(8/17/2021)

Montana
(8/19/2021)

Nebraska
(9/8/2021)

Nevada
(8/24/2021)

New Hampshire
(8/26/2021)

New Jersey
(8/17/2021)

New Mexico
(8/18/2021)

New York
(8/24/2021)

North Carolina
(8/18/2021)

North Dakota
(8/23/2021)

Ohio
(8/17/2021)

Oklahoma
(8/18/2021)

Oregon
(8/17/2021)

Pennsylvania
(8/17/2021)

Puerto Rico
(8/19/2021)

Rhode Island
(8/23/2021)

South Carolina
(8/17/2021)

South Dakota
(9/6/2021)

Tennessee
(8/17/2021)

Texas
(8/19/2021)

IAR

Texas
(3/31/2025)

Utah
(8/17/2021)

Vermont
(8/17/2021)

Virginia
(8/18/2021)

Washington
(8/23/2021)

West Virginia
(8/26/2021)

Wisconsin
(8/18/2021)

Wyoming
(8/20/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 1/2/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/22/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 2/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/6/1992

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Brendan J. Mcdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan J. Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FORESIDE FUND SERVICES, LLC

HIBERNUS INVESTMENTS LLC

TOUCHSTONE ADVISORS INC

TOUCHSTONE SECURITIES, INC.

ALLSPRING FUNDS MANAGEMENT, LLC

ALLSPRING FUNDS DISTRIBUTOR, LLC

EVERGREEN INVESTMENT MANAGEMENT CO

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

NYLIFE DISTRIBUTORS LLC

BNY MELLON SECURITIES CORPORATION

ARROW INVESTMENTS, INC.

GOLDMAN SACHS & CO. LLC

ALLIANCEBERNSTEIN INVESTMENTS, INC.

GRUNTAL & CO., L.L.C.

GKN SECURITIES CORP.

HANOVER, STERLING & COMPANY LTD.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/2/2021

Series 65

Date: 6/22/2006

SIE

Date: 2/1/2018

Series 7

Date: 3/6/1992

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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