Best Investors Account Sign in

Marian Salma Makri

Strategic Advisers LLC

Palatine, IL

Oak Brook, IL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Palatine, IL • United States

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • 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 Westmont IL 09/2018 04/2022
Bank Of America, N.A. Westmont IL 09/2018 01/2020
Midwestern University Downers Grove IL 07/2016 09/2018
Brookline Investment Group Oak Brook Terrace IL 12/2014 12/2016
Fidelity Investments Oak Brook IL 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 04/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Westmont, IL
  • 09/2018 → 01/2020
    Bank Of America, N.A.
    Westmont, IL
  • 07/2016 → 09/2018
    Midwestern University
    Downers Grove, IL
  • 12/2014 → 12/2016
    Brookline Investment Group
    Oak Brook Terrace, IL
  • 04/2022 → Present
    Fidelity Investments
    Oak Brook, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-21
  • S66 Uniform Combined State Law Examination
    2020-07-21
Other Names
  • Marian Makri
  • Marian Salma J Makri
  • Marian Salma Makri
  • Mariansalma Makri

View on SEC IAPD

More in Palatine, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor