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Maliik Marcin

Strategic Advisers LLC

Durham, NC

Durham, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • United States

Durham, NC • 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
Haagen Dazs Durham NC 02/2015 02/2017
Student Durham NC 09/2016 06/2020
Todd Grantham Durham NC 05/2020 03/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 10/2019 12/2019
Northwestern Mutual Investment Services Llc Durham NC 04/2021 08/2022
Todd Grantham Durham NC 03/2021 08/2022
Northwestern Mutual Wealth Management Company Milwaukee WI 12/2021 08/2022
Fidelity Investments Durham NC 08/2022 Present
Townhall Burger & Beer Durham NC 05/2019 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 02/2015 → 02/2017
    Haagen Dazs
    Durham, NC
  • 09/2016 → 06/2020
    Student
    Durham, NC
  • 05/2020 → 03/2021
    Todd Grantham
    Durham, NC
  • 10/2019 → 12/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2021 → 08/2022
    Northwestern Mutual Investment Services Llc
    Durham, NC
  • 03/2021 → 08/2022
    Todd Grantham
    Durham, NC
  • 12/2021 → 08/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 08/2022 → Present
    Fidelity Investments
    Durham, NC
  • 05/2019 → 08/2019
    Townhall Burger & Beer
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-18
S63 Uniform Securities Agent State Law Examination 2021-10-29
  • S66 Uniform Combined State Law Examination
    2023-10-18
  • S63 Uniform Securities Agent State Law Examination
    2021-10-29
Other Names
  • Maliik J Marcin
  • Maliik Marcin

View on SEC IAPD

Other Firms

BRYANT & BRANNOCK, LLC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CENTER PEAK FINANCIAL
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
SCHARL ADVISORY SERVICES, INC.
EDWARD JONES
LPL FINANCIAL LLC

Other Investors

MADISON JANECZKO
MEGHAN HANNA
SAMUEL EDWARD BROTHERTON
BENJAMIN D. LOWRY
NATHAN B. NEELY
CATHERINE PELICAN
KYLE S MAXWELL
FOSTER KYEI

Other Offices

BRYANT & BRANNOCK, LLC. · DURHAM, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
J.P. MORGAN SECURITIES LLC · Durham, NC
CENTER PEAK FINANCIAL · DURHAM, NC
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Durham, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Durham, NC
SCHARL ADVISORY SERVICES, INC. · DURHAM, NC
EDWARD JONES · DURHAM, NC

More in Durham, NC

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