Maylin Lema
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2021 to now
- Cfd InvestmentsAug 2021 to Nov 2021
- Creative Financial DesignsAug 2021 to Nov 2021
- College for Financial PlanningMay 2020 to Jul 2021
- Avantax Investment Services, Inc.May 2019 to Aug 2021
- Discovery Counseling CenterApr 2017 to Nov 2021
- Vine AcademyJan 2015 to Nov 2021
- H&r BlockNov 2014 to Nov 2021
- Maylin LemaAug 2014 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7121982
- Firm CRD
- 104555