Marilyn Joan Ramsook-lilly
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- CitigroupNov 2020 to Jun 2022
- KforceSep 2019 to Nov 2020
- Victory Capital Advisors, Inc. / KforceSep 2019 to Nov 2020
- Self Employed (starapple, LLC)May 2018 to Aug 2019
- UnemployedMar 2017 to Apr 2018
- Minnesota Life Insurance CompanyFeb 2017 to Mar 2017
- Planto Roe Financial ServicesFeb 2017 to Mar 2017
- Securian Financial Services IncJan 2017 to Mar 2017
- UnemployedSep 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 2750617
- Firm CRD
- 104555