Collin Scott Maris

Strategic Advisers LLC

Marco Island, FL

CRD 8142136

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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:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-04-06
TX	RA	APPROVED	2026-04-01

FL RA
APPROVED

Since 2026-04-06
TX RA
APPROVED

Since 2026-04-01

Branch Locations

Marco Island, FL • United States

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • 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

Organization	City	State	From	To
Taylor University	Upland	IN	08/2024	07/2025
Fidelity Investments	Naples	FL	07/2025	Present
Chorus, Inc.	Indianapolis	IN	06/2023	07/2023
Self Employed	Carmel	IN	05/2009	05/2025
Blue Trust	Maitland	FL	06/2024	07/2024
Kanakuk Kamps	Lampe	MO	05/2022	07/2022

08/2024 → 07/2025

Taylor University

Upland, IN
07/2025 → Present

Fidelity Investments

Naples, FL
06/2023 → 07/2023

Chorus, Inc.

Indianapolis, IN
05/2009 → 05/2025

Self Employed

Carmel, IN
06/2024 → 07/2024

Blue Trust

Maitland, FL
05/2022 → 07/2022

Kanakuk Kamps

Lampe, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-06

S66 Uniform Combined State Law Examination

2026-03-06

Other Names

Collin Maris

View on SEC IAPD

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