Sean Maher

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

• 01/2013 → 06/2017
  Full Time Education
  Nanuet, NY
• 09/2022 → 01/2023
  Mass Mutual
  Warren, NJ
• 06/2021 → 01/2023
  World Class Valet
  Rockleigh, NJ
• 09/2021 → 05/2022
  Rathskeller Bar
  Binghamton, NY
• 03/2018 → 01/2020
  Armani Exchange
  Yonkers, NY
• 06/2017 → 06/2018
  Vector Marketing
  New City, NY
• 02/2023 → Present
  Fidelity Investments
  Paramus, NJ
• 01/2018 → 01/2022
  Binghamton University
  Binghamton, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-05-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Paramus, NJ

Other Businesses

OBA-114143|OrgNmn:Clothes flipping|Org Addr:Nanuet,New York,US|OBA Nature:Flipping clothes|Invst Rel:N|Title:Owner|Duties:Buying, Listing, Responding to Inquiries|StrtDt:10-01-24|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-06-02

Other Names

• Sean Maher
• Sean Leonard Maher