Monica M. Biskup
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
ROBBINSVILLE, NJ
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CRD#: 4139618
Professional summary
Monica M Biskup, CFP®, who also goes by Monica Mary Biskup, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Robbinsville, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Marlton, New Jersey.
Monica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Monica has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 31, Series 7 and Series 4 exams.
Biography
As a 22+ year industry veteran, I passionately serve in the role of Vice President, Wealth Management Advisor. Our team's mission is to empower our clients financially through education and a relationship-based practice so they can provide support to their families, achieve peace of mind and fulfillment, and ultimately leave a positive mark on people and the planet.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Monica Mary Biskup
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 Monica M Biskup'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
Rutgers University
Bachelor of Arts (BA) - Political Science, Economics
1998
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 501 Route 73 South Suite N, Marlton, NJ 08053RIA
CRD#: 104555
ROBBINSVILLE, NJ
Current
November 30, 2006 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 501 Route 73 South Suite N, Marlton, NJ 08053BD
CRD#: 7784
Marlton, NJ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MARLTON, NJ
Past
January 4, 2007 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CHICAGO, IL
Past
September 27, 2006 - December 12, 2006
HARRISDIRECT LLC
RIA
CRD#: 42159
ARLINGTON, VA
Past
November 5, 2004 - November 10, 2006
E*TRADE SECURITIES LLC
BD
CRD#: 29106
CHICAGO, IL
Past
April 20, 2004 - October 28, 2004
KELLEHER FINANCIAL ADVISORS, LLC
RIA
CRD#: 126021
NEW YORK, NY
Past
April 20, 2004 - October 28, 2004
WALL STREET ACCESS
BD
CRD#: 10012
NEW YORK, NY
Past
November 12, 2002 - February 12, 2004
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
January 13, 2001 - August 27, 2002
DEUTSCHE BANK SECURITIES INC.
BD
CRD#: 2525
NEW YORK, NY
Past
December 14, 2000 - January 13, 2001
DB ALEX. BROWN LLC
BD
CRD#: 17790
BALTIMORE, MD
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(3/4/2020)
RR
Alaska(2/1/2018)
RR
Arizona(4/18/2011)
RR
Arkansas(1/8/2018)
RR
California(11/30/2006)
RR
Colorado(4/18/2011)
RR
Connecticut(4/18/2011)
RR
Delaware(8/28/2017)
RR
District of Columbia(1/3/2014)
RR
Florida(11/30/2006)
RR
Georgia(1/3/2013)
RR
Hawaii(3/4/2020)
RR
Idaho(3/4/2020)
RR
Illinois(11/30/2006)
RR
Indiana(11/30/2006)
RR
Iowa(11/30/2006)
RR
Kansas(8/29/2017)
RR
Kentucky(3/4/2020)
RR
Louisiana(3/4/2020)
RR
Maine(3/4/2020)
RR
Maryland(1/3/2013)
RR
Massachusetts(1/3/2012)
RR
Michigan(11/30/2006)
RR
Minnesota(8/21/2017)
RR
Mississippi(3/4/2020)
RR
Missouri(1/3/2014)
RR
Montana(4/18/2011)
RR
Nebraska(3/4/2020)
RR
Nevada(4/18/2011)
RR
New Hampshire(3/4/2020)
RR
New Jersey(11/30/2006)
IAR
New Jersey(3/31/2025)
RR
New Mexico(1/3/2014)
RR
New York(11/30/2006)
RR
North Carolina(1/6/2014)
RR
North Dakota(3/4/2020)
RR
Ohio(1/6/2014)
RR
Oklahoma(3/4/2020)
RR
Oregon(3/4/2020)
RR
Pennsylvania(5/11/2007)
RR
Puerto Rico(3/4/2020)
RR
Rhode Island(1/2/2015)
RR
South Carolina(8/23/2017)
RR
South Dakota(3/4/2020)
RR
Tennessee(10/1/2009)
RR
Texas(1/3/2014)
IAR
Texas(3/31/2025)
RR
Utah(3/4/2020)
RR
Vermont(1/3/2014)
RR
Virgin Islands(3/4/2020)
RR
Virginia(3/4/2020)
RR
Washington(1/3/2014)
RR
West Virginia(3/4/2020)
RR
Wisconsin(11/30/2006)
RR
Wyoming(3/4/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President Private Wealth Management AdvisorCRD#: 104555Robbinsville, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
