Best Investors Account Sign in

Michelle Mahan

Strategic Advisers LLC

Cranberry Twp, PA

Mars, PA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • United States

Mars, PA • 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
Fidelity Brokerage Services Llc Charlotte NC 07/2004 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2004 → Present
    Fidelity Brokerage Services Llc
    Charlotte, NC
  • 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
    Mars, PA
    Cranberry, PA
  • 2007-05-29 → 2018-07-13
    Strategic Advisers Llc
    Wexford, PA
    Cranberry Township, PA
    Mars, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-03
S63 Uniform Securities Agent State Law Examination 2005-02-07
  • S66 Uniform Combined State Law Examination
    2005-11-03
  • S63 Uniform Securities Agent State Law Examination
    2005-02-07
Other Names
  • Michelle Liermann
  • Michelle Leigh Liermann
  • Michelle Leigh Mahan

View on SEC IAPD

More in Cranberry Twp, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor