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Maya Wakim

Strategic Advisers LLC

Merrimack, NH

Hooksett, NH

CRD 7309676

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One Spartan Way, Merrimack, NH 03054-4300 • United States

Hooksett, NH • 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 Investments Merrimack NH 10/2020 Present
Real Meal Llc Hooksett NH 07/2018 10/2020
Abu Dhabi Investment Authority Abu Dhabi 01/2014 01/2018
Unemployed Abu Dhabi 01/2018 07/2018
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2018 → 10/2020
    Real Meal Llc
    Hooksett, NH
  • 01/2014 → 01/2018
    Abu Dhabi Investment Authority
    Abu Dhabi
  • 01/2018 → 07/2018
    Unemployed
    Abu Dhabi
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-16
  • S66 Uniform Combined State Law Examination
    2021-03-16
Other Names
  • Maya El-Khoury
  • Maya Not Applicable Wakim

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE

Nearby Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH

More in Merrimack, NH

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