DUNCAN A. MCPHEE is an investment adviser representative (IAR) with state registration records since 2011, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-04-26 | 2025-03-31 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2015-08-03 | 2022-03-18 | — |
| J.P. MORGAN SECURITIES LLC | 2012-10-01 | 2015-08-12 | — |
| CHASE INVESTMENT SERVICES CORP. | 2012-05-16 | 2012-10-01 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2011-08-19 | 2012-05-02 | — |