Makayla Elizabeth Idrissou

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

• 09/2018 → 12/2018
  Fidelity Investments
  Merrimack, NH
• 08/2011 → 11/2018
  Usa Hockey
  Hooksett, NH
• 08/2017 → 08/2018
  Ymca Allard Center
  Goffstown, NH
• 05/2017 → 08/2017
  Cca Global Partners
  Manchester, NH
• 08/2014 → 05/2018
  Saint Anselm College
  Manchester, NH
• 03/2019 → 05/2020
  Scott Christensen
  Manchester, NH
• 03/2019 → 05/2020
  Casey George
  Manchester, NH
• 04/2019 → 05/2020
  Northwestern Mutual Investment Services Llc
  Manchester, NH
• 01/2019 → 03/2019
  Unemployed
  Manchester, NH
• 02/2020 → 05/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2020 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-10-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2020-02-03 → 2020-05-27
  Northwestern Mutual Investment Services, Llc
  Manchester, NH

Other Businesses

OBA-126067|OrgNmn:Idris Family Properties LLC|Org Addr:Deerfield,New Hampsh,US|OBA Nature:Vending Machine|Invst Rel:N|Title:Owner|Duties:Stocking vending machine at local businesses |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-01-31

Other Names

• Makayla Elizabeth Sterling
• Makayla Sterling
• Makayla Sterling