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Margaret R Roberts

Strategic Advisers LLC

Bay Village, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-15
TX RA APPROVED 2026-01-14
  • OH RA
    APPROVED
    Since 2026-01-15
  • TX RA
    APPROVED
    Since 2026-01-14

Branch Locations

Bay Village, OH • 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
Edward Jones St Louis MO 04/2019 12/2022
John Carrol University University Heights OH 11/2015 09/2017
Homemaker Bay Village OH 09/2017 04/2019
Fidelity Investments Bay Village OH 01/2023 Present
  • 04/2019 → 12/2022
    Edward Jones
    St Louis, MO
  • 11/2015 → 09/2017
    John Carrol University
    University Heights, OH
  • 09/2017 → 04/2019
    Homemaker
    Bay Village, OH
  • 01/2023 → Present
    Fidelity Investments
    Bay Village, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-12
S63 Uniform Securities Agent State Law Examination 2022-12-30
S65 Uniform Investment Adviser Law Examination 1997-07-01
  • S66 Uniform Combined State Law Examination
    2026-01-12
  • S63 Uniform Securities Agent State Law Examination
    2022-12-30
  • S65 Uniform Investment Adviser Law Examination
    1997-07-01
Other Names
  • Meg Reim
  • Margaret A Roberts
  • Margaret Anne Reim
  • Margaret R Roberts
  • Margaret Reim Roberts

View on SEC IAPD

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