Maribel Guadalupe Kerstein

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

• 12/2012 → 05/2021
  Jpmorgan Securities Llc
  Park Ridge, IL
• 05/2021 → Present
  Fidelity Investments
  Munster, IN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
  Orland Park, IL
• 2012-12-19 → 2021-05-13
  J.P. Morgan Securities Llc
  Orland Park, IL
  Orland Park, IL
  Park Ridge, IL
  Mokena, IL
  Hinsdale, IL
• 2011-09-28 → 2012-06-06
  Chase Investment Services Corp.
  Chicago, IL
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-27
• S63 Uniform Securities Agent State Law Examination
  2006-07-17

Other Names

• Maibel G Gutierrez
• Maribel Guadalupe Kerstein
• Maribel G Gutierrez
• Maribel Guadalupe Gonzalez
• Maribel G Gonzalez