Marilyn Joan Ramsook-Lilly

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 09/2016
  Thrivent Investment Management Inc
  Irving, TX
• 07/2016 → 09/2016
  Thrivent Financial
  Appleton, WI
• 02/2017 → 03/2017
  Minnesota Life Insurance Company
  St. Paul, MN
• 02/2017 → 03/2017
  Securian Financial Services Inc
  St. Paul, MN
• 02/2017 → 03/2017
  Planto Roe Financial Services
  San Antonio, TX
• 09/2016 → 01/2017
  Unemployed
  San Antonio, TX
• 01/2017 → 02/2017
  Securian Financial Services Inc
  St. Paul, MN
• 05/2018 → 08/2019
  Self Employed (Starapple, Llc)
  San Antonio, TX
• 09/2019 → 11/2020
  Kforce
  San Antonio, TX
• 11/2020 → 06/2022
  Citigroup
  San Antonio, TX
• 09/2019 → 11/2020
  Victory Capital Advisors, Inc. / Kforce
  San Antonio, TX
• 03/2017 → 04/2018
  Unemployed
  San Antonio, TX
• 06/2022 → Present
  Fidelity Investments
  San Antonio, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-07-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
• 2021-12-22 → 2022-06-15
  Citigroup Global Markets Inc.
  Jacksonville, FL
• 2017-02-03 → 2017-03-20
  Securian Financial Services, Inc.
  San Antonio, TX
• 2016-07-12 → 2016-09-29
  Thrivent Investment Management Inc.
  Irving, TX
• 2008-08-01 → 2016-04-06
  Usaa Financial Planning Services
  San Antonio, TX
• 2007-01-10 → 2008-12-31
  Usaa Investment Services Company
  San Antonio, TX
  San Antonio, TX
• 2002-05-20 → 2006-12-31
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX

Other Businesses

OBA-128170|OrgNmn:Marilyn J. Ramsook-Lilly|Org Addr:Shavano Pa,Texas,US|OBA Nature:Author|Invst Rel:N|Title:Sole Proprietor|Duties:Writing, publishing and selling works of fiction. |StrtDt:|TotHrs/mon:80|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-09-13
• S65 Uniform Investment Adviser Law Examination
  1999-03-12
• S63 Uniform Securities Agent State Law Examination
  1996-06-14

Designations

• Certified Financial Planner

Other Names

• Marilyn J Ramsook
• Marilyn Joan Ramsook-Lilly
• Marilyn Joan Lilly
• Marilyn J Lilly
• Marilyn J Ramsook-Lilly
• Marilyn Joan Ramsooklilly
• Marilyn Joan Ramsook