Mary A. Brown

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

• 07/2016 → 08/2020
  Church Of Jesus Christ Of Latter-Day Saints
  Fort Collins, CO
• 03/2019 → 03/2026
  Mary Brown Coaching, Llc
  Fort Collins, CO
• 04/2019 → 09/2019
  Larimer County
  Fort Collins, CO
• 08/2016 → 03/2019
  Unemployed
  Fort Collins, CO
• 03/2026 → Present
  Fidelity Investments
  Tampa, FL
• 10/2007 → 10/2016
  Larimer County
  Fort Collins, CO

Other Businesses

OBA-128095|OrgNmn:Mary Brown Coaching, LLC|Org Addr:Wesley Cha,Florida,US|OBA Nature:Professional Coaching for upto|Invst Rel:N|Title:Professional Certified Coach|Duties:Individual coaching related to personal, professoinal, and or leadership development |StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-07-10

Other Names

• Mary Brown
• Mary Ann Brown