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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)30 years in industry

MARILYN JOAN RAMSOOK-LILLY

Advisor at STRATEGIC ADVISERS LLC

SHAVANO PARK, TX

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Search this name across graphsid dfx:ria:f560f432-a85b-84d8-3611-1c822aee65d8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: May 20, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 14, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66|S65
First exam: Jun 14, 1996
First registration: May 20, 2002
Dual registered: yes, broker-dealer
Other names: MARILYN J RAMSOOK|Marilyn Joan Ramsook-Lilly|Marilyn Joan Lilly|Marilyn J Lilly|MARILYN J RAMSOOK-LILLY|MARILYN JOAN RAMSOOKLILLY|MARILYN JOAN RAMSOOK
IAPD individual key: 2750617

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	SHAVANO PARK, TX	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 11, 2022	Mar 31, 2025	no	SAN ANTONIO, TX	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 22, 2021	Jun 15, 2022	no	Jacksonville, FL	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 3, 2017	Mar 20, 2017	no	SAN ANTONIO, TX	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Jul 12, 2016	Sep 29, 2016	no	IRVING, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Aug 1, 2008	Apr 6, 2016	no	SAN ANTONIO, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 10, 2007	Dec 31, 2008	no	SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	May 20, 2002	Dec 31, 2006	no	SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
CITIGROUP GLOBAL MARKETS INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 15, 2022	Jul 11, 2022	26	Firm change	Ibd to ibd
SECURIAN FINANCIAL SERVICES, INC.	CITIGROUP GLOBAL MARKETS INC.	Mar 20, 2017	Dec 22, 2021	1,738	Firm change after gap	Other
THRIVENT INVESTMENT MANAGEMENT INC.	SECURIAN FINANCIAL SERVICES, INC.	Sep 29, 2016	Feb 3, 2017	127	Firm change	Other
USAA FINANCIAL PLANNING SERVICES	THRIVENT INVESTMENT MANAGEMENT INC.	Apr 6, 2016	Jul 12, 2016	97	Firm change	Other
USAA INVESTMENT SERVICES COMPANY	USAA FINANCIAL PLANNING SERVICES	Dec 31, 2008	Aug 1, 2008	-152	Bulk transfer	Other
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Dec 31, 2006	Jan 10, 2007	10	Firm change	Other

Relationships

Registered with (7)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 11, 2022 to Mar 31, 2025factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 22, 2021 to Jun 15, 2022factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 3, 2017 to Mar 20, 2017factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Jul 12, 2016 to Sep 29, 2016factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Aug 1, 2008 to Apr 6, 2016factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 10, 2007 to Dec 31, 2008factForm ADV

Dated events

Occurred
Jun 15, 2022
Advisor changed firm
Marilyn Joan Ramsook-Lilly left Citigroup Global Markets Inc. for Fidelity Personal And Workplace Advisors (registered 2022-07-11)
Form ADVobserved 6 days ago