Best Investors Account Sign in

Margaret Ann Coutinho-Betancourt

Strategic Advisers LLC

Alexandria, VA

Woodbridge, VA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • United States

Woodbridge, VA • 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
Fidelity Investments Westlake TX 05/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2012 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Alexandria, VA
  • 2012-10-18 → 2018-07-13
    Strategic Advisers Llc
    Alexandria, VA
  • 2005-09-02 → 2012-10-04
    First Command Brokerage Services, Inc.
    Newport News, VA
    Newport News, VA
  • 2005-08-30 → 2005-09-02
    First Command Bank
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-08-29
S63 Uniform Securities Agent State Law Examination 2002-02-22
  • S65 Uniform Investment Adviser Law Examination
    2005-08-29
  • S63 Uniform Securities Agent State Law Examination
    2002-02-22
Designations
Other Names
  • Margi Kapuschansky
  • Margaret Ann Kapuschansky
  • Margaret Ann Kapuschansky
  • Margaret Ann Coutinho
  • Margaret Ann Coutinho-Betancourt
  • Margaret Ann Ann Coutinho-Betancourt

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
THE EDGAR LOMAX COMPANY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

Cristina Gabalda
MARIO GABALDA
JOHN. W EXNER
FULTON BRIDGES
NICOLE RENEE WRIGHT
JEFFREY MARTIN CALLAN
Violet Son
Taekyung Yoon

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA
INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA
EDWARD JONES · Alexandria, VA
THE EDGAR LOMAX COMPANY · ALEXANDRIA, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALEXANDRIA, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA

More in Alexandria, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor