Megan Mccall
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Commercial Asset Partners RealtyJun 2025 to Sep 2025
- Penn Mutual Life Insurance CompanyMay 2022 to Jun 2025
- Fords GarageSep 2021 to Jul 2023
- Olive Garden Italian RestaurantJan 2020 to Sep 2021
- PublixAug 2018 to Jan 2020
- Pasco CountyJun 2017 to Sep 2019
- Taco BellOct 2016 to Nov 2018
- UnemployedSep 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8182761
- Firm CRD
- 104555