Madelyn Cox
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.
- Strategic Advisers LLCOct 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Castle Hill InnApr 2024 to now
- Salve Regina UniverSep 2023 to May 2024
- Castle Hill InnMay 2023 to Sep 2023
- Aarp FoundationJan 2023 to Apr 2023
- Salve Regina UniverSep 2022 to May 2023
- Salve Regina University- Federal Work StudySep 2022 to May 2023
- Castle Hill InnApr 2022 to Sep 2022
- Salve Regina UniverSep 2021 to May 2022
- Salve Regina University- Federal Work StudySep 2021 to Apr 2022
- Crave NutritionJun 2021 to Aug 2021
- Slim PossibleApr 2021 to May 2021
- Salve Regina UniverSep 2020 to May 2021
- Contractors Supply IncJun 2020 to Aug 2020
- Easy Bay Self StorageJun 2020 to Aug 2020
- Salve Regina UniverSep 2019 to May 2020
- Contractors Supply IncJun 2019 to Aug 2019
- Barrington High SchSep 2018 to Jun 2019
- UmeployedJun 2018 to Sep 2018
- Barrington High SchSep 2017 to Jun 2018
- UnemployedJun 2017 to Sep 2017
- Barrington High SchSep 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7949104
- Firm CRD
- 104555