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Maire Doyle

Strategic Advisers LLC

Charlotte, NC

CRD 7584161

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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

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

Branch Locations

Charlotte, NC • 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
Self-Employed Charlotte NC 06/2021 02/2023
Fidelity Investments Charlotte NC 01/2024 Present
The Vanguard Group, Inc Charlotte NC 07/2022 01/2024
Quest Software Austin TX 06/2021 11/2021
University Of Virginia Charlottesville VA 08/2016 05/2020
Cavalier Connect Charlottesville VA 06/2018 08/2019
Wings Over Charlottesville VA 09/2017 12/2017
Quirk Hotel Charlottesville VA 03/2021 05/2021
Kardinal Hall Charlottesville VA 03/2019 04/2021
Fry'S Spring Station Charlottesville VA 04/2018 06/2018
Quest Software Charlotte NC 11/2021 06/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 02/2023
    Self-Employed
    Charlotte, NC
  • 01/2024 → Present
    Fidelity Investments
    Charlotte, NC
  • 07/2022 → 01/2024
    The Vanguard Group, Inc
    Charlotte, NC
  • 06/2021 → 11/2021
    Quest Software
    Austin, TX
  • 08/2016 → 05/2020
    University Of Virginia
    Charlottesville, VA
  • 06/2018 → 08/2019
    Cavalier Connect
    Charlottesville, VA
  • 09/2017 → 12/2017
    Wings Over
    Charlottesville, VA
  • 03/2021 → 05/2021
    Quirk Hotel
    Charlottesville, VA
  • 03/2019 → 04/2021
    Kardinal Hall
    Charlottesville, VA
  • 04/2018 → 06/2018
    Fry'S Spring Station
    Charlottesville, VA
  • 11/2021 → 06/2022
    Quest Software
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-09
S63 Uniform Securities Agent State Law Examination 2022-08-22
  • S66 Uniform Combined State Law Examination
    2024-04-09
  • S63 Uniform Securities Agent State Law Examination
    2022-08-22
Other Names
  • Maire Doyle
  • Maire Rose Doyle

View on SEC IAPD

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