Margaret E. Babicke

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

• 05/2011 → 05/2018
  Full Time Student
  Tucson, AZ
• 05/2018 → 07/2018
  Children's Learning Adventure
  Tucson, AZ
• 07/2018 → 05/2019
  Full Time Student
  Tucson, AZ
• 05/2019 → 08/2019
  Hilton
  Tucson, AZ
• 08/2019 → 10/2019
  Full Time Student
  Tucson, AZ
• 10/2019 → 03/2020
  Atelier De Lafleur
  Tucson, AZ
• 03/2020 → 07/2020
  Full Time Student
  Tucson, AZ
• 07/2020 → 04/2021
  Athleta
  Tucson, AZ
• 08/2020 → 05/2021
  Take Charge America Institute
  Tucson, AZ
• 05/2021 → Present
  Fidelity Investments
  Tucson, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tucson, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-06-06
• S63 Uniform Securities Agent State Law Examination
  2021-11-22

Other Names

• Maggie Elizabeth Freeh
• Margaret Elizabeth Freeh
• Margaret Elizabeth Babicke