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Manus Duffy

Strategic Advisers LLC

Mill Creek, WA

Lynnwood, WA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-03
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-11-03
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Mill Creek, WA • United States

18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Bayside CA 04/2015 09/2016
Cuna Mutual Group Waverly IA 09/2016 04/2019
Cuna Brokerage Services, Inc. Waverly IA 09/2016 04/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Edmonds WA 04/2020 11/2024
Bank Of America, N.A. Edmonds WA 04/2020 11/2024
Unemployed Seattle WA 04/2019 04/2020
Fidelity Investments Lynnwood WA 11/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 09/2016
    Lpl Financial, Llc
    Bayside, CA
  • 09/2016 → 04/2019
    Cuna Mutual Group
    Waverly, IA
  • 09/2016 → 04/2019
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 04/2020 → 11/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Edmonds, WA
  • 04/2020 → 11/2024
    Bank Of America, N.A.
    Edmonds, WA
  • 04/2019 → 04/2020
    Unemployed
    Seattle, WA
  • 11/2024 → Present
    Fidelity Investments
    Lynnwood, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lynnwood, WA
  • 2020-05-15 → 2024-12-02
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Everett, WA
    Edmonds, WA
    Edmonds, WA
    Everett, WA
    Mukilteo, WA
    Bellevue, WA
    Mill Creek, WA
    Everett, WA
    Everett, WA
  • 2016-10-13 → 2019-04-10
    Cuna Brokerage Services, Inc.
    Arcata, CA
    Mckinleyville, CA
    Eureka, CA
    Arcata, CA
    Eureka, CA
  • 2015-12-01 → 2016-09-28
    Lpl Financial Llc
    Bayside, CA
    Bayside, CA
    Fort Bragg, CA
  • 2015-04-22 → 2015-12-07
    Golden State Wealth Management, Llc
    Powell, WY
  • 2007-08-30 → 2015-04-24
    U.S. Bancorp Advisors, Llc
    San Jose, CA
    Portland, OR
    Tigard, OR
    Salem, OR
    Portland, OR
    Portland, OR
    Fremont, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    San Jose, CA
    Milpitas, CA
    Pleasanton, CA
    Saratoga, CA
    San Jose, CA
    Palo Alto, CA
    Palo Alto, CA
    Palo Alto, CA
    San Jose, CA
    San Jose, CA
  • 2006-01-23 → 2007-08-30
    U.S. Bancorp Investments, Inc.
    Hillsboro, OR
    Hillsboro, OR
    Aloha, OR
    Aloha, OR
    Hillsboro, OR
    Hillsboro, OR
    Hillsboro, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-14
  • S66 Uniform Combined State Law Examination
    2000-12-14
Other Names
  • Manus Emmanuelle Duffy
  • Manus Duffy

View on SEC IAPD

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