Maurice Michael Seitter

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

• 05/2016 → 12/2018
  Loring Ward Holdings, Inc
  San Jose, CA
• 10/2018 → 12/2018
  Foreside Financial Services, Llc
  Sacramento, CA
• 10/2018 → 12/2018
  Loring Ward Financial Inc
  San Jose, CA
• 06/2019 → 04/2022
  Transamerica Investors Securities Corporation
  West Sacramento, CA
• 01/2019 → 06/2019
  Unemployed
  West Sacramento, CA
• 06/2019 → 04/2022
  Transamerica Life Insurance Company
  West Sacramento, CA
• 12/2020 → 04/2022
  Whole Foods Market
  Folsom, CA
• 04/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-07-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  West Sacramento, CA
• 2019-07-02 → 2022-04-12
  Transamerica Retirement Advisors, Llc
  West Sacramento, CA
• 2016-06-17 → 2019-01-04
  Lwi Financial Inc.
  Sacramento, CA
  San Jose, CA
• 2013-01-04 → 2016-06-03
  Alight Financial Advisors, Llc
  Charlotte, NC
  Sacramento, CA
• 2008-07-30 → 2011-05-24
  Alight Financial Solutions, Llc
  Charlotte, NC
  Sacramento, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-07-28
• S63 Uniform Securities Agent State Law Examination
  2006-07-28

Other Names

• Moe Seitter
• Maurice Michael Seitter
• Maurice Seitter