KATHLEEN MCLELLAN is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-02-01 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-01-17 | 2021-12-13 | — |
| HARTFORD FUNDS MANAGEMENT COMPANY, LLC | 2015-02-20 | 2018-06-26 | — |
| PRINCIPAL SECURITIES, INC. | 2009-11-13 | 2014-09-30 | — |
| PRINCIPAL SECURITIES, INC. | 2006-09-25 | 2009-06-19 | — |