Maddeysen P. Puckett
STRATEGIC ADVISERS LLC | Assistant Branch Leader
PHOENIX, AZ
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CRD#: 6857411
Professional summary
Maddeysen Paige Puckett, CFP®, who also goes by Maddeysen Paige Lukins, Maddeysen Paige Puckett, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Phoenix, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Phoenix, Arizona.
Maddeysen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Maddeysen has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Biography
I partner with individuals and families to understand their needs and together we craft a plan to execute their financial vision and work towards achieving their goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Maddeysen Paige Lukins | Maddeysen Paige Puckett
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-102967|OrgNmn:Young Professionals of Knoxville|Org Addr:Knoxville,Tennessee,US|OBA Nature:Young Professionals Organizati|Invst Rel:N|Title:Director of Professional Developm|Duties:Holding meetings, planning events, executing events for professional development in the Knoxville area|StrtDt:01-01-24|TotHrs/mon:8|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Maddeysen Paige Puckett'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
University of Maryland Global Campus
Bachelor of Science (BS) - Finance
2016
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3240 East Camelback Road, Phoenix, AZ 85018RIA
CRD#: 104555
PHOENIX, AZ
Current
May 24, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3240 East Camelback Road, Phoenix, AZ 85018BD
CRD#: 7784
Phoenix, AZ
Past
June 9, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
KNOXVILLE, TN
Past
October 27, 2021 - April 25, 2022
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
KNOXVILLE, TN
Past
October 27, 2021 - April 25, 2022
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
KNOXVILLE, TN
Past
October 30, 2019 - July 7, 2020
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTLAKE, TX
Past
October 10, 2017 - July 6, 2020
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
WESTLAKE, TX
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(5/24/2022)
RR
Arizona(5/16/2025)
IAR
Arizona(7/25/2025)
RR
California(5/16/2025)
RR
Florida(5/24/2022)
RR
Georgia(5/24/2022)
RR
Kentucky(5/24/2022)
RR
Massachusetts(8/29/2025)
RR
Michigan(5/24/2022)
RR
Nevada(5/16/2025)
RR
New Mexico(5/16/2025)
RR
North Carolina(5/24/2022)
RR
Ohio(5/26/2022)
RR
South Carolina(5/24/2022)
RR
Tennessee(5/31/2022)
RR
Texas(6/7/2022)
IAR
Texas(3/31/2025)
RR
Utah(6/20/2024)
RR
Virginia(5/24/2022)
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
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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
Assistant Branch LeaderCRD#: 104555Phoenix, AZTRUST BUT VERIFY
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Contact information
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