Chester H Wortham

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

• 05/2013 → Present
  Fidelity Brokerage Services Llc
  Bethesda, MD
• 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
  Bethesda, MD
• 2013-06-28 → 2018-07-13
  Strategic Advisers Llc
  Bethesda, MD
• 2008-11-17 → 2013-05-07
  Msi Financial Services, Inc.
  Elkridge, MD
• 2004-02-18 → 2006-11-22
  Equitable Advisors, Llc
  Columbia, MD
  Columbia, MD
• 2002-03-22 → 2003-10-15
  Waddell & Reed
  Owings Mills, MD

Other Businesses

OBA-127309|OrgNmn:WorthMore Vending|Org Addr:Ellicott C,Maryland,US|OBA Nature:Vending machine business|Invst Rel:N|Title:Sole Proprietor|Duties:Setting up and restocking vending machines|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-03-15
• S63 Uniform Securities Agent State Law Examination
  2001-04-16

Other Names

• Chester Hopes Wortham
• Chester Hopes Wortham
• Chester Hopes Wortham Iii