Maria Lipinski

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

• 06/2015 → 01/2017
  Arbonne
  Irvine, CA
• 02/2017 → 10/2018
  Morgan Stanley
  Jericho, NY
• 08/2019 → 06/2020
  Transamerica Financial Advisors, Inc
  Melville, NY
• 06/2019 → 06/2020
  World Financial Group, Inc.
  Melville, NY
• 02/2017 → 10/2018
  Morgan Stanley
  Jericho, NY
• 10/2018 → 05/2019
  Unemployed
  East Islip, NY
• 12/2015 → 02/2017
  Homemaker
  East Islip, NY
• 06/2020 → 04/2021
  Staffing Solutions Organizations Llc
  East Islip, NY
• 04/2021 → 12/2021
  Town Of North Hempstead
  Manhasset, NY
• 01/2022 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  East Islip, NY
• 2019-09-05 → 2020-06-25
  Transamerica Financial Advisors, Llc
  Syosset, NY
• 2017-08-10 → 2018-11-06
  Morgan Stanley
  Jericho, NY

Exams

• S66 Uniform Combined State Law Examination
  2017-08-10
• S63 Uniform Securities Agent State Law Examination
  2004-11-19

Other Names

• Maria Kaczor
• Maria Kaczor