Julie C Lavelle

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → Present
  Fidelity Investments
  New York, NY
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Culver City, CA
  Los Angeles, CA
• 2015-02-13 → 2018-07-13
  Strategic Advisers Llc
  New York, NY
  Los Angeles, CA
• 2005-07-21 → 2006-03-03
  Morgan Stanley Dw Inc.
  Santa Monica, CA
• 2003-02-25 → 2003-03-04
  Banc Of America Securities Llc
  Boston, MA

Other Businesses

OBA-62551|OrgNmn:Windsor Fountains Condominium HOA|Org Addr:Culver Cit,California,US|OBA Nature:Home Owners Association Board|Invst Rel:N|Title:Director|Duties:Director at Large Windsor Fountains Board of Directors for HOA|StrtDt:03-22-21|TotHrs/mon:6|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-27
• S63 Uniform Securities Agent State Law Examination
  2000-07-28

Other Names

• Julie Pomfret Grifkin
• Julie Catherine Lavelle
• Julie Catherine Pomfret