Marilyn J. Ramsook-lilly
Professional summary
Marilyn Joan Ramsook-lilly, CFP®, who also goes by Marilyn J Lilly, Marilyn Joan Lilly, Marilyn J Ramsook, Marilyn Joan Ramsook, Marilyn J Ramsook-lilly, Marilyn Joan Ramsooklilly, Marilyn Joan Ramsook-lilly, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Shavano Park, Texas and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Marilyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Marilyn has worked at 11 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marilyn Joan Ramsook-lilly's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
July 1, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One Destiny Way, Westlake, TX 76262July 11, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
December 22, 2021 - June 15, 2022
CITIGROUP GLOBAL MARKETS INC.
January 29, 2021 - June 15, 2022
CITIGROUP GLOBAL MARKETS INC.
June 1, 2020 - November 11, 2020
VICTORY CAPITAL SERVICES, INC.
February 3, 2017 - March 20, 2017
SECURIAN FINANCIAL SERVICES, INC.
February 3, 2017 - March 20, 2017
SECURIAN FINANCIAL SERVICES, INC.
July 12, 2016 - September 29, 2016
THRIVENT INVESTMENT MANAGEMENT INC.
July 5, 2016 - September 29, 2016
THRIVENT INVESTMENT MANAGEMENT INC.
August 1, 2008 - April 6, 2016
USAA FINANCIAL PLANNING SERVICES
September 6, 2007 - April 6, 2016
USAA FINANCIAL ADVISORS, INC.
January 10, 2007 - December 31, 2008
USAA INVESTMENT SERVICES COMPANY
January 10, 2007 - December 31, 2007
USAA INVESTMENT SERVICES COMPANY
January 2, 2004 - December 31, 2006
USAA FINANCIAL ADVISORS, INC.
May 20, 2002 - December 31, 2006
USAA FINANCIAL PLANNING SERVICES
September 1, 1999 - December 31, 2003
USAA INVESTMENT SERVICES COMPANY
June 10, 1996 - July 27, 1999
CITICORP INVESTMENT SERVICES
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
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Exams
Series 7TO
Date: 5/30/2020
General Securities Representative ExaminationFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
