Amy Madura

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

• 01/2008 → 10/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chesterfield, MO
• 10/2016 → Present
  Fidelity Brokerage Services Llc
  Chesterfield, MO
• 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
  St. Louis, MO
  Fenton, MO
• 2016-11-28 → 2018-07-13
  Strategic Advisers Llc
  Chesterfield, MO
• 2009-10-20 → 2016-10-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chesterfield, MO

Other Businesses

OBA-103953|OrgNmn:Target|Org Addr:Fenton,Missouri,US|OBA Nature:Retail business|Invst Rel:N|Title:Team Associate|Duties:Working seasonal retail job at Target. Fulfillment of orders, customer service, etc.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2009-10-19

Other Names

• Amy Annette Madura
• Amy A Madura
• Amy Anette Madura