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Leta T. Maye

Strategic Advisers LLC

Atlanta, GA

Lawrenceville, GA

CRD 4022151

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-07-02
TX RA APPROVED 2025-07-01
  • GA RA
    APPROVED
    Since 2025-07-02
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568 • United States

Lawrenceville, GA • 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
E*Trade Capital Management Llc Alpharetta GA 04/2013 02/2020
E*Trade Securities Llc Alpharetta GA 04/2013 02/2020
E*Trade Securities Llc Alpharetta GA 02/2020 09/2023
E*Trade Capital Management Llc Alpharetta GA 02/2020 09/2023
Morgan Stanley Alpharetta GA 03/2023 05/2025
Morgan Stanley Alpharetta GA 09/2023 05/2025
Fidelity Investments Atlanta GA 05/2025 Present
  • 04/2013 → 02/2020
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 04/2013 → 02/2020
    E*Trade Securities Llc
    Alpharetta, GA
  • 02/2020 → 09/2023
    E*Trade Securities Llc
    Alpharetta, GA
  • 02/2020 → 09/2023
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 03/2023 → 05/2025
    Morgan Stanley
    Alpharetta, GA
  • 09/2023 → 05/2025
    Morgan Stanley
    Alpharetta, GA
  • 05/2025 → Present
    Fidelity Investments
    Atlanta, GA
Previous Registrations
  • 2023-09-05 → 2025-05-22
    Morgan Stanley
    Alpharetta, GA
    Alpharetta, GA
  • 2009-02-18 → 2023-09-05
    Harrisdirect Llc
    Arlington, VA
    Alpharetta, GA
    Alpharetta, GA
    Alpharetta, GA
Other Businesses

OBA-130710|OrgNmn:Primrose Parc Homeowners Inc|Org Addr:Lawrencevi,Georgia,US|OBA Nature:Home Owner's Association|Invst Rel:N|Title:Board Member/ Treasurer|Duties:To help organize payments and serve as board member.|StrtDt:06-04-26|TotHrs/mon:2|TrdHrs/mon:0|OBA-119173|OrgNmn:GourMaye Creations LLC|Org Addr:Lawrencevi,Georgia,US|OBA Nature:event planning/catering |Invst Rel:N|Title:Sole Proprietor|Duties:planning events/ catering/ decorations/ creations of culinary experiences|StrtDt:08-28-19|TotHrs/mon:4|TrdHrs/mon:0|OBA-119196|OrgNmn:Intel Travel |Org Addr:DelRay Bea,Florida,US|OBA Nature:Independent Travel Agent|Invst Rel:N|Title:Independent Travel Agent |Duties:book travel for myself and family/ friends |StrtDt:07-01-16|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-17
S63 Uniform Securities Agent State Law Examination 2000-03-25
  • S66 Uniform Combined State Law Examination
    2009-02-17
  • S63 Uniform Securities Agent State Law Examination
    2000-03-25
Other Names
  • Leta T Maye
  • Leta Maye
  • Leta Temesia Maye
  • Leta Perry
  • Leta Temesia Perry
  • Leta Temesia Maye
  • Leta Perry
  • Leta Maye

View on SEC IAPD

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