Lindsay Maldonado
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Lindsay Maldonado? 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
11 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsMar 2023 to now
- United Wholesale MortgageFeb 2021 to Mar 2023
- Freedom Childhood Development CenterJan 2019 to Feb 2021
- Crust- A Baking CompanyMay 2018 to Jan 2019
- Wellbridge of FentonApr 2017 to May 2018
- Posey's Senior Care HomesMay 2016 to Apr 2017
- Michigan State UniversityJan 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7716981
- Firm CRD
- 104555