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Megan Maynard

Strategic Advisers LLC

Charlotte, NC

Charlotte, NC

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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

5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • United States

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
Fidelity Investments Charlotte NC 01/2023 Present
Sylvan Road Capital Atlanta GA 06/2022 12/2022
Fourm Property Investments Llc Fort Worth TX 11/2018 06/2022
Red Line Athletics Cary NC 08/2021 12/2021
Golds Gym Austin Westlake Austin TX 10/2017 02/2018
Kaldis Coffee Saint Louis MO 05/2017 09/2017
Unemployed Fort Worth TX 05/2016 04/2017
Unemployment Fort Worth TX 03/2018 10/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Charlotte, NC
  • 06/2022 → 12/2022
    Sylvan Road Capital
    Atlanta, GA
  • 11/2018 → 06/2022
    Fourm Property Investments Llc
    Fort Worth, TX
  • 08/2021 → 12/2021
    Red Line Athletics
    Cary, NC
  • 10/2017 → 02/2018
    Golds Gym Austin Westlake
    Austin, TX
  • 05/2017 → 09/2017
    Kaldis Coffee
    Saint Louis, MO
  • 05/2016 → 04/2017
    Unemployed
    Fort Worth, TX
  • 03/2018 → 10/2018
    Unemployment
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-01
S63 Uniform Securities Agent State Law Examination 2023-05-08
  • S66 Uniform Combined State Law Examination
    2023-06-01
  • S63 Uniform Securities Agent State Law Examination
    2023-05-08
Other Names
  • Megan Blake Maynard
  • Megan Maynard

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
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