Shalini J. Mayl

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

9185 East Westview Road, Lone Tree, CO 80124-5134 • United States

Parker, CO • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Greenwood Village	CO	08/2016	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2016 → Present

Fidelity Brokerage Services Llc

Greenwood Village, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-10-05 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-18
S63	Uniform Securities Agent State Law Examination	2016-10-18

S66 Uniform Combined State Law Examination

2020-09-18
S63 Uniform Securities Agent State Law Examination

2016-10-18

Other Names

Shalini Jo Sanmugam
Shalini Sanmugam
Shalini Jo Mayl

View on SEC IAPD

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