Maggie Cooney

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

• 05/2013 → 08/2018
  Unemployed
  Basking Ridge, NJ
• 08/2018 → 05/2023
  Full-Time Education
  Auburn, AL
• 08/2019 → 03/2020
  Auburn Gymnastics Academy
  Auburn, AL
• 02/2021 → 03/2021
  The Beacon At Auburn
  Auburn, AL
• 05/2021 → 08/2021
  Laffer Tengler Investments
  Scottsdale, AZ
• 06/2022 → 07/2023
  Fisher Investments
  Plano, TX
• 09/2023 → 11/2024
  Charles Schwab & Co., Inc.
  Dallas, TX
• 11/2024 → 03/2025
  Unemployed
  West Palm Beach, FL
• 03/2025 → Present
  Fidelity Investments
  Palm Beach Gardens, FL
• 03/2020 → 02/2021
  Unemployed
  Auburn, AL

Previous Registrations

• 2024-01-02 → 2024-12-12
  Charles Schwab & Co., Inc.
  Dallas, TX
  Westlake, TX
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-12-16

Other Names

• Maggie Flaherty Cooney