Meylin J. Mauldin
STRATEGIC ADVISERS LLC | Financial Consultant
NOTTINGHAM, MD
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CRD#: 6404337
Professional summary
Meylin J Mauldin, who also goes by Meylin Junieth Lopez, Meylin Junieth Mauldin, Meylin J Mauldin, Meylin Mauldin-lopez, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Nottingham, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Towson, Maryland.
Meylin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Meylin has worked at 8 firms and has passed the Series 66, Series 63, Series 7, SIE and Series 6 exams.
Biography
As a Financial Consultant at Fidelity I believe in collaborating with our clients to ensure they have a financial plan that gives them peace of mind. I believe in a holistic approach to planning, making sure we are mindful of both lifestyle and legacy. One of my core business beliefs is the importance that each of our clients live a more fulfilled retirement knowing they have a plan in place so they can accomplish whatever they envision their retirement to be.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Meylin Junieth Lopez | Meylin Junieth Mauldin | Meylin J Mauldin | Meylin Mauldin-Lopez
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 Meylin J Mauldin'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
Keiser College
Associate of Arts - Business Adminstration
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 610 York Road, Towson, MD 21204RIA
CRD#: 104555
NOTTINGHAM, MD
Current
July 16, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 610 York Road, Towson, MD 21204BD
CRD#: 7784
Towson, MD
Past
July 28, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TOWSON, MD
Past
December 18, 2018 - March 13, 2020
T. ROWE PRICE ASSOCIATES, INC.
RIA
CRD#: 105496
OWINGS MILLS, MD
Past
October 19, 2017 - March 13, 2020
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
OWINGS MILLS, MD
Past
December 20, 2016 - May 8, 2017
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
ELLICOTT CITY, MD
Past
June 24, 2015 - September 8, 2016
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
Baltimore, MD
Past
November 17, 2014 - July 1, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
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
California(7/21/2023)
RR
Colorado(3/1/2024)
RR
Delaware(7/16/2020)
RR
District of Columbia(7/16/2020)
RR
Florida(12/4/2020)
RR
Georgia(9/6/2024)
RR
Illinois(7/31/2025)
RR
Maryland(7/16/2020)
IAR
Maryland(3/31/2025)
RR
Nevada(10/8/2021)
RR
New Hampshire(6/17/2021)
RR
New Mexico(3/25/2023)
RR
New York(8/1/2022)
RR
Pennsylvania(7/16/2020)
RR
South Carolina(7/8/2022)
RR
Utah(3/25/2023)
RR
Virginia(7/16/2020)
RR
West Virginia(7/16/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Nottingham, MDTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
