Dominique A. Mcqueen
STRATEGIC ADVISERS LLC | Financial Consultant I
DURHAM, NC 27705
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CRD#: 6870225
Professional summary
Dominique Aniska Mcqueen, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Durham, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Raleigh, North Carolina.
Dominique is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Dominique has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
Professionalism and compassion are the fundamentals of our partnership. As your Financial Consultant, helping you build a customized financial plan to meet your unique needs is of the utmost importance to me. I enjoy forging strong relationships with my clients and their families as this allows me to maintain a deep level of trust, reliability, and competency.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
OBA-121880|OrgNmn:BahamaWay|Org Addr:Durham,North Caro,US|OBA Nature:Promoting travel and cultural |Invst Rel:N|Title:Sole Proprietor|Duties:Manage content, vendor outreach and trip planning. |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Dominique Aniska Mcqueen's 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®
Education
Rollins College
Master of Business Administration (MBA) - Finance, Management
2008
Beloit College
Bachelor of Arts (BA) - Economics, International Business
2005
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 2200 W Main St Ste B140, Durham, NC 27705Office #2: 4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859RIA
CRD#: 104555
DURHAM, NC
Current
August 4, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4509 Creedmoor Road Suite 101, Raleigh, NC 27612BD
CRD#: 7784
Raleigh, NC
Past
August 10, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
RALEIGH, NC
Past
February 19, 2021 - August 4, 2022
FINWELL, INC.
RIA
CRD#: 310850
ENCINO, CA
Past
April 2, 2020 - April 21, 2021
FINWELL, INC.
RIA
CRD#: 289916
ENCINO, CA
Past
October 19, 2017 - July 22, 2019
FINWELL, INC.
RIA
CRD#: 289916
ENCINO, CA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
California(3/25/2023)
RR
Colorado(1/3/2025)
RR
Connecticut(8/1/2025)
RR
District of Columbia(8/5/2025)
RR
Florida(8/15/2022)
RR
Georgia(10/18/2022)
RR
Illinois(6/27/2024)
RR
Indiana(1/3/2025)
RR
Louisiana(12/6/2024)
RR
Maryland(6/14/2024)
RR
Michigan(5/3/2024)
RR
New Jersey(11/16/2023)
RR
New Mexico(11/16/2022)
RR
New York(8/15/2022)
RR
North Carolina(8/8/2022)
IAR
North Carolina(3/31/2025)
RR
Oregon(3/2/2024)
RR
Pennsylvania(8/18/2025)
RR
South Carolina(8/23/2022)
RR
Texas(7/21/2023)
IAR
Texas(3/31/2025)
RR
Utah(2/27/2024)
RR
Virginia(8/23/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/4/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Financial Consultant ICRD#: 104555Durham, NC 27705TRUST BUT VERIFY
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Contact information
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