# KATHLEEN MCLELLAN

KATHLEEN MCLELLAN is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2022-02-01 | 2025-03-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2020-01-17 | 2021-12-13 | — |
| [HARTFORD FUNDS MANAGEMENT COMPANY, LLC](https://search.stillhousedata.com/firm/147746) | 2015-02-20 | 2018-06-26 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2009-11-13 | 2014-09-30 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2006-09-25 | 2009-06-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2391740)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2391740.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.