Mariam Shehata-Mikhail

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

• 07/2017 → 10/2017
  Unemployed
  Ann Arbor, MI
• 06/2021 → 06/2023
  Merrill Lynch
  Colonial Heights, VA
• 06/2003 → 07/2017
  Hsbc Bank Egypt
  Cairo
• 10/2017 → 07/2020
  Fifth Third Bank
  Ann Arbor, MI
• 03/2024 → 07/2024
  Citizens Securities
  Westwood, MA
• 07/2020 → 06/2021
  Unemployed
  Henrico, VA
• 06/2023 → 03/2024
  Unemployed
  Hopkinton, MA
• 03/2025 → Present
  Fidelity Investments
  Smithfield, RI
• 07/2024 → 03/2025
  Unemployed
  Hopkinton, MA

Previous Registrations

• 2024-03-20 → 2024-07-10
  Citizens Securities, Inc.
  Westwood, MA
  West Palm Beach, FL
• 2021-09-28 → 2023-06-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  New York, NY
  Colonial Heights, VA
  Colonial Heights, VA

Exams

• S66 Uniform Combined State Law Examination
  2021-09-24

Other Names

• Mariam Shehata
• Mariam Samir Shehata
• Mariam S Shehata-Mikhail
• Mariam Sheata-Mikhail