Maureen P. Walsh
STRATEGIC ADVISERS LLC | Wealth Management Planning Consultant
ORLAND PARK, IL
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CRD#: 1725636
Professional summary
Maureen Patricia Walsh, who also goes by Maureen Patricia Sheehy, Maureen P Walsh, Maureen Patricia Walsh, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Orland Park, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Orland Park, Illinois.
Maureen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Maureen has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
As your Wealth Management Planning Consultant, I partner with you and your Wealth Management Advisor to create a personalized wealth plan for you and your family. We will implement a comprehensive set of personalized wealth strategies designed for the growth, preservation and transfer of wealth. My focus is to provide you and your family the highest level of personalized service and tailored strategies to address your needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Maureen Patricia Sheehy | Maureen P Walsh | Maureen Patricia Walsh
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-124796|OrgNmn:Inteletravel |Org Addr:Delray Bea,Florida,US|OBA Nature:Online Travel Company |Invst Rel:N|Title:Agent |Duties:Online Travel |StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Maureen Patricia Walsh's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
St. Xavier University
Bachelor of Arts (BA) - Finance
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 15105 S. Lagrange Road, Orland Park, IL 60462-3708RIA
CRD#: 104555
ORLAND PARK, IL
Current
August 22, 2007 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 15105 S. Lagrange Road, Orland Park, IL 60462BD
CRD#: 7784
Orland Park, IL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ORLAND PARK, IL
Past
June 11, 2008 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ORLAND PARK, IL
Past
May 2, 2005 - February 2, 2007
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
PALOS HEIGHTS, IL
Past
May 26, 1993 - May 6, 2005
WILLIAM BLAIR
BD
CRD#: 1252
CHICAGO, IL
Past
August 28, 1991 - June 4, 1993
GRUNTAL & CO., L.L.C.
BD
CRD#: 372
NEW YORK, NY
Past
August 20, 1990 - October 31, 1990
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
August 1, 1989 - June 14, 1990
MESIROW FINANCIAL, INC.
BD
CRD#: 2764
CHICAGO, IL
Past
July 31, 1989 - August 1, 1989
MESIROW CAPITAL, INC.
BD
CRD#: 21829
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(12/19/2014)
RR
Alaska(12/19/2014)
RR
Arizona(8/22/2007)
RR
Arkansas(12/19/2014)
RR
California(12/19/2014)
RR
Colorado(12/19/2014)
RR
Connecticut(12/19/2014)
RR
Delaware(12/19/2014)
RR
District of Columbia(12/19/2014)
RR
Florida(8/22/2007)
RR
Georgia(12/19/2014)
RR
Hawaii(12/19/2014)
RR
Idaho(12/19/2014)
RR
Illinois(8/22/2007)
IAR
Illinois(3/31/2025)
RR
Indiana(8/22/2007)
RR
Iowa(8/22/2007)
RR
Kansas(12/19/2014)
RR
Kentucky(12/19/2014)
RR
Louisiana(12/19/2014)
RR
Maine(12/19/2014)
RR
Maryland(12/19/2014)
RR
Massachusetts(12/19/2014)
RR
Michigan(8/22/2007)
RR
Minnesota(12/19/2014)
RR
Mississippi(12/19/2014)
RR
Missouri(12/19/2014)
RR
Montana(12/19/2014)
RR
Nebraska(12/19/2014)
RR
Nevada(12/19/2014)
RR
New Hampshire(12/19/2014)
RR
New Jersey(12/19/2014)
RR
New Mexico(12/19/2014)
RR
New York(12/19/2014)
RR
North Carolina(12/22/2014)
RR
North Dakota(12/19/2014)
RR
Ohio(8/23/2007)
RR
Oklahoma(12/19/2014)
RR
Oregon(12/19/2014)
RR
Pennsylvania(12/19/2014)
RR
Puerto Rico(1/5/2024)
RR
Rhode Island(12/19/2014)
RR
South Carolina(12/19/2014)
RR
South Dakota(12/19/2014)
RR
Tennessee(12/19/2014)
RR
Texas(12/19/2014)
IAR
Texas(3/31/2025)
RR
Utah(12/19/2014)
RR
Vermont(12/19/2014)
RR
Virginia(12/19/2014)
RR
Washington(12/19/2014)
RR
West Virginia(12/19/2014)
RR
Wisconsin(8/22/2007)
RR
Wyoming(12/19/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Wealth Management Planning ConsultantCRD#: 104555Orland Park, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
