Strategic Advisers
34yrs
Top advisor by experience in Gilroy
7yrs
Maylin Lema
Financial advisor at Strategic Advisers
Based in Gilroy, California, Maylin Lema is a fiduciary financial advisor with 7 years of industry experience. Maylin has been with Strategic Advisers since 2025; before that, Maylin spent three years at Fidelity Personal and Workplace Advisors and less than a year at Creative Financial Designs. Maylin holds the CFP® designation.
One of 18 advisors with offices in Gilroy, and one of 15 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeGilroy, CA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Aug 2021 – Nov 2021Creative Financial Designs, Inc.Previously
Contact Maylin
Gilroy, CAOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Maylin
Tailored to Maylin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Maylin
How do I contact Maylin?
Call Strategic Advisers at (617) 563-7000 and ask for Maylin Lema. Maylin works from the Gilroy, CA office.
How long has Maylin been a financial advisor?
Maylin has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Maylin hold?
Series 66. Tap any license on this page to see what it allows.
Is Maylin a fiduciary?
Maylin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Maylin paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Maylin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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