Laura S. Mullen
STRATEGIC ADVISERS LLC | VP, Branch Leader
CHANDLER, AZ 85226
Some features on this profile are disabled
CRD#: 2999049
Professional summary
Laura Suzanne Mullen, CFP®, who also goes by Laura Suzanne Meyer, Lori Meyer, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chandler, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Chandler, Arizona.
Laura is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Laura has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
In the more than twenty years that I have been part of Fidelity Investments, I have come to know that the things that matter to most to us are integrity and family. Those who entrust us with the dreams and goals of their families will experience the many resources that Fidelity Investments has to offer.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Laura Suzanne Meyer | Lori Meyer
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Laura Suzanne Mullen'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®
Education
College for Financial Planning
Master of Science (MS) - Financial Planning
2006
College of Mount Saint Joseph
Bachelor of Arts (BA) - Communications
1992
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 3100 West Ray Road Suite 334, Chandler, AZ 85226Office #3: 7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226Office #4: 2261 Q Street Northeast Suite 2a, Albuquerque, NM 87110RIA
CRD#: 104555
CHANDLER, AZ
Current
February 6, 1998 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226Office #2: 2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413Office #3: 3100 West Ray Road Suite 201, Chandler, AZ 85226BD
CRD#: 7784
Chandler, AZ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CHANDLER, AZ
Past
January 31, 2007 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ALBUQUERQUE, NM
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
Arizona(5/18/2012)
IAR
Arizona(3/31/2025)
RR
Massachusetts(11/27/2017)
RR
Texas(11/27/2017)
IAR
Texas(3/31/2025)
IAR
Utah(5/27/2025)
RR
Utah(9/17/2025)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
VP, Branch LeaderCRD#: 104555Chandler, AZ 85226TRUST BUT VERIFY
Monitor Laura Mullen
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
