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William Grey Maples

Strategic Advisers LLC

Alpharetta, GA

Cumming, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • United States

Cumming, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 06/2012 05/2022
Bank Of America, N.A. Alpharetta GA 11/2012 05/2022
Fidelity Investments Alpharetta GA 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → 05/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Alpharetta, GA
  • 11/2012 → 05/2022
    Bank Of America, N.A.
    Alpharetta, GA
  • 05/2022 → Present
    Fidelity Investments
    Alpharetta, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alpharetta, GA
  • 2012-09-24 → 2022-05-19
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Roswell, GA
    Alpharetta, GA
    Duluth, GA
    Suwanee, GA
    Suwanee, GA
    Suwanee, GA
    Suwanee, GA
    Suwanee, GA
    Marietta, GA
    Suwanee, GA
    Atlanta, GA
    Suwanee, GA
    Suwanee, GA
    Marietta, GA
    Atlanta, GA
    Atlanta, GA
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-20
  • S66 Uniform Combined State Law Examination
    2012-09-20
Designations
Other Names
  • William Grey Maples
  • William G Maples
  • William G Maples

View on SEC IAPD

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Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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