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Marguerite Gibbons

Investment Adviser Representative at Strategic Advisers LLC

Austin, TXCRD #7913058Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Marguerite Gibbons is an investment adviser representative with Strategic Advisers LLC in Austin, TX, where they have been registered since 2025. They have worked in the securities industry since 2024. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.

Office

405 N Lamar Blvd
Austin, TX 78703-5409

Advisors at this office: 32

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
22 states and territories

Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/20/2025
Series 7
General Securities Representative Examination
Passed 12/5/2024
SIE
Securities Industry Essentials Examination
Passed 7/5/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Strategic Advisers LLCCurrent
6/4/2025 – Austin, TX
Fidelity Brokerage Services LLCCurrent
12/5/2024 – Austin, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. OAK HILL EYE CARE
    Sep 2023 – Mar 2024Austin, TX
  2. Student
    Mar 2013 – May 2019Friendswood, TX
  3. Student
    Mar 2020 – Dec 2020Austin, TX
  4. Safari Veterinary CARE Centers
    Apr 2018 – Dec 2018League City, TX
  5. WOK N' ROLL
    Dec 2019 – Mar 2020San Marcos, TX
  6. Pluckers WING BAR
    Dec 2020 – Sep 2023San Marcos, TX
  7. MASA Sushi
    Dec 2018 – Aug 2019Webster, TX
  8. Fidelity Investments
    Apr 2024 – no end date reportedAustin, TX
  9. Student
    Aug 2019 – Dec 2019San Marcos, TX

Official records & sources

Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Strategic Advisers LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
17,064
Offices listed on AdvisorFinder:
3
Main office:
Boston, MA
SEC file number:
801-13243

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

Other advisors at Strategic Advisers LLC

Showing 12 of 17,064 in the directory

View Strategic Advisers LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marguerite Gibbons has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Marguerite Gibbons (Strategic Advisers) - Fees & Credentials