Maya Michelle Anand
Investment adviser representative at Strategic Advisers LLC
16 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Maya Michelle Anand? Claim your profile
Contact this firm
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
16 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsMay 2024 to now
- Twin Peaks RestaurantJan 2024 to May 2024
- UnemployedAug 2023 to May 2024
- CitiJun 2022 to Aug 2023
- Fidelity InvestmentsJun 2021 to Jun 2022
- Peak ActivityJun 2020 to Aug 2020
- Boston UniversityJun 2017 to Jun 2021
- Pine Crest SchoolAug 2010 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7401506
- Firm CRD
- 104555