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Maggie Cooney

Strategic Advisers LLC

Palm Beach Gardens, FL

West Palm Beach, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-30
TX RA APPROVED 2025-04-14
  • FL RA
    APPROVED
    Since 2025-04-30
  • TX RA
    APPROVED
    Since 2025-04-14

Branch Locations

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States

West Palm Beach, FL • 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
Unemployed Basking Ridge NJ 05/2013 08/2018
Full-Time Education Auburn AL 08/2018 05/2023
Auburn Gymnastics Academy Auburn AL 08/2019 03/2020
The Beacon At Auburn Auburn AL 02/2021 03/2021
Laffer Tengler Investments Scottsdale AZ 05/2021 08/2021
Fisher Investments Plano TX 06/2022 07/2023
Charles Schwab & Co., Inc. Dallas TX 09/2023 11/2024
Unemployed West Palm Beach FL 11/2024 03/2025
Fidelity Investments Palm Beach Gardens FL 03/2025 Present
Unemployed Auburn AL 03/2020 02/2021
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-16
  • S66 Uniform Combined State Law Examination
    2023-12-16
Other Names
  • Maggie Flaherty Cooney

View on SEC IAPD

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