Katharine Ann Maliga

Strategic Advisers LLC

Farmington Hills, MI

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MI RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Farmington Hills, MI • United States

44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • 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

Organization	City	State	From	To
Amegy Bank N.A.	Houston	TX	03/2005	09/2017
Amegy Investments, Inc.	Houston	TX	03/2005	09/2017
Zions Direct, Inc.	Salt Lake City	UT	06/2016	09/2017
Fidelity Brokerage Services Llc	Novi	MI	10/2018	Present
Manpower Group Llc	Novi	MI	10/2017	10/2018
Fidelity Investments	Boston	MA	03/2025	Present

03/2005 → 09/2017

Amegy Bank N.A.

Houston, TX
03/2005 → 09/2017

Amegy Investments, Inc.

Houston, TX
06/2016 → 09/2017

Zions Direct, Inc.

Salt Lake City, UT
10/2018 → Present

Fidelity Brokerage Services Llc

Novi, MI
10/2017 → 10/2018

Manpower Group Llc

Novi, MI
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-09-14 → 2025-03-31

Fidelity Personal And Workplace Advisors

Novi, MI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-09-10
S63	Uniform Securities Agent State Law Examination	2001-01-08

S65 Uniform Investment Adviser Law Examination

2020-09-10
S63 Uniform Securities Agent State Law Examination

2001-01-08

Other Names

Katharine Ann Price

View on SEC IAPD

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