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Barbara Maloni

Strategic Advisers LLC

Baltimore, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-09-02
TX RA APPROVED 2025-09-02
  • MD RA
    APPROVED
    Since 2025-09-02
  • TX RA
    APPROVED
    Since 2025-09-02

Branch Locations

Baltimore, MD • 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
Fidelity Brokerage Services Llc Smithfield RI 01/2012 02/2024
Bmore Licks Md MD 07/2017 02/2024
Fidelity Investments Ma MA 04/2014 03/2023
Fidelity Investments Westlake TX 02/2024 Present
  • 01/2012 → 02/2024
    Fidelity Brokerage Services Llc
    Smithfield, RI
  • 07/2017 → 02/2024
    Bmore Licks
    Md, MD
  • 04/2014 → 03/2023
    Fidelity Investments
    Ma, MA
  • 02/2024 → Present
    Fidelity Investments
    Westlake, TX
Other Businesses

OBA-121069|OrgNmn:Burque Licks|Org Addr:Albuquerqu,New Mexico,US|OBA Nature:ice cream shop|Invst Rel:N|Title:Sole Proprietor|Duties:oversee manager|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-12023|OrgNmn:Bmore Licks|Org Addr:Baltimore,Maryland,US|OBA Nature:ice cream store|Invst Rel:N|Title:Co-Owner|Duties:financials|StrtDt:05-01-17|TotHrs/mon:5|TrdHrs/mon:0|OBA-107251|OrgNmn:BKM Properties|Org Addr:Baltimore,Maryland,US|OBA Nature:Real Estate rental properties|Invst Rel:Y|Title:owner|Duties:collect rent/repairs|StrtDt:03-01-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-107250|OrgNmn:Scoop Properties|Org Addr:Baltimore ,Maryland,US|OBA Nature:Real Estate LLC - rental prope|Invst Rel:Y|Title:owner|Duties:Collect Rent - repairs|StrtDt:03-01-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-107249|OrgNmn:MP Properties|Org Addr:Baltimore,Maryland,US|OBA Nature:Rental Property LLC|Invst Rel:Y|Title:Owner|Duties:collecting rent and scheduling repairs|StrtDt:03-01-24|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-19
S63 Uniform Securities Agent State Law Examination 2005-09-29
  • S66 Uniform Combined State Law Examination
    2025-02-19
  • S63 Uniform Securities Agent State Law Examination
    2005-09-29
Other Names
  • Barbara Maloni
  • Barbara Jeanne Maloni

View on SEC IAPD

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