Maurice Studer

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

• 03/2018 → 07/2019
  Laidlaw & Company (Uk) Ltd
  New York, NY
• 02/2017 → 03/2018
  Laidlaw And Company
  New York, NY
• 12/2016 → 05/2017
  Baruch College
  New York, NY
• 08/2016 → 12/2016
  Aegis Capital
  New York, NY
• 07/2019 → 01/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  White Plains, NY
• 09/2019 → 01/2022
  Bank Of America, N.A.
  White Plains, NY
• 01/2022 → Present
  Fidelity Investments
  Stamford, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Stamford, CT
• 2019-08-30 → 2022-01-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  White Plains, NY
  New York, NY
  Fairfield, CT

Exams

• S66 Uniform Combined State Law Examination
  2019-08-29
• S63 Uniform Securities Agent State Law Examination
  2018-07-23

Other Names

• Maurice Adrian Studer
• Maurice Studer
• Maurice Adrian Gustav Studer