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Maire Doyle

Investment adviser representative at Strategic Advisers LLC
10 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

10 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJan 2024 to now
  3. The Vanguard Group, IncJul 2022 to Jan 2024
  4. Self-employedJun 2021 to Feb 2023
  5. Quest SoftwareJun 2021 to Jun 2022
  6. Quirk HotelMar 2021 to May 2021
  7. Kardinal HallMar 2019 to Apr 2021
  8. Cavalier ConnectJun 2018 to Aug 2019
  9. Fry's Spring StationApr 2018 to Jun 2018
  10. Wings OverSep 2017 to Dec 2017
  11. University of VirginiaAug 2016 to May 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2024

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
7584161
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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