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Maryann Lim

Strategic Advisers LLC

Princeton, NJ

Newtown, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924 • United States

Newtown, PA • 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
Thrive Capital Management, Llc Fort Washington PA 02/2019 06/2020
Pnc Bank Philadelphia PA 11/2015 01/2019
Thrive Financial Services, Llc Fort Washington PA 04/2019 06/2020
Thrive Financial Services, Llc Fort Washington PA 01/2019 04/2019
Fidelity Investments Princeton NJ 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2019 → 06/2020
    Thrive Capital Management, Llc
    Fort Washington, PA
  • 11/2015 → 01/2019
    Pnc Bank
    Philadelphia, PA
  • 04/2019 → 06/2020
    Thrive Financial Services, Llc
    Fort Washington, PA
  • 01/2019 → 04/2019
    Thrive Financial Services, Llc
    Fort Washington, PA
  • 06/2020 → Present
    Fidelity Investments
    Princeton, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Princeton, NJ
  • 2019-02-14 → 2020-07-09
    Thrive Capital Management, Llc
    Fort Washington, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-09-02
  • S63 Uniform Securities Agent State Law Examination
    2020-09-02
Designations
Other Names
  • Maryann Elizabeth Wagner
  • Maryann Elizabeth Lim
  • Maryann Lim

View on SEC IAPD

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