Marie Galke

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

• 08/2013 → 09/2018
  Axa Advisors, Llc
  New York, NY
• 08/2020 → Present
  Fidelity Investments
  Jacksonville, FL
• 08/2019 → Present
  University Of Southern California
  Los Angeles, CA
• 09/2018 → 08/2019
  Homemaker
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-09-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2014-04-09 → 2018-09-26
  Equitable Advisors, Llc
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Ocala, FL
  Jacksonville, FL

Other Businesses

OBA-122683|OrgNmn:End Game Vending|Org Addr:Jacksonvil,Florida,US|OBA Nature:A Vending Machine Company that|Invst Rel:N|Title:Officer|Duties:I would co own the company. It hasn't been setup yet. I would handle the admin side and others would handle the stocking and marketing. |StrtDt:12-12-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2014-03-18

Other Names

• Marie Konopa
• Marie Galke
• Marie Alana Galke