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Maura Wyatt

Investment adviser representative at Strategic Advisers LLC
21 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business

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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

21 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsFeb 2022 to now
  3. Davids Dumpling and Noodle BarAug 2021 to Feb 2022
  4. Cup A JoeMay 2021 to Aug 2021
  5. Sweetwaters Coffee and TeaSep 2020 to Apr 2021
  6. Five GuysMay 2020 to Jul 2020
  7. Bull & Simechak Attorneys At Law, LLCMay 2019 to Jul 2019
  8. Nc State University Crafts CenterJan 2019 to Jan 2021
  9. Full Time StudentAug 2018 to Jan 2019
  10. Commscope Inc.Jun 2018 to Aug 2018
  11. Jack the Dipper Ice Cream and Coffee BarAug 2016 to Jan 2018
  12. Full Time StudentAug 2005 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (NC, 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
7512121
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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