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Maureen Atieno

Strategic Advisers LLC

Tampa, FL

Riverview, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States

Riverview, FL • 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
Morgan Stanley Smith Barney Alexandria VA 03/2014 04/2021
Morgan Stanley Private Bank, National Association New York NY 01/2015 04/2021
Fidelity Investments Tampa FL 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2014 → 04/2021
    Morgan Stanley Smith Barney
    Alexandria, VA
  • 01/2015 → 04/2021
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 04/2021 → Present
    Fidelity Investments
    Tampa, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tampa, FL
  • 2014-05-02 → 2021-06-02
    Morgan Stanley
    Tampa, FL
    South Jordan, UT
    Clearwater, FL
    Alexandria, VA
Other Businesses

OBA-62360|OrgNmn:Imani Global Soultions|Org Addr:Riverview,Florida,US|OBA Nature:Ecommerce and Affliate marketi|Invst Rel:N|Title:Sole Proprietor|Duties:Increase online awareness on social media platforms for micro and small businesses as well as operate a Etsy and Amazon store|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|OBA-92387|OrgNmn:Imani Ventures|Org Addr:Riverview,Florida,US|OBA Nature:I'm considering purchasing mul|Invst Rel:Y|Title:Sole proprietor but all day to da|Duties:No direct duties as I plan to use a property management company|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-01
  • S66 Uniform Combined State Law Examination
    2014-05-01
Designations
Other Names
  • Maureen Walugu Atieno

View on SEC IAPD

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