Miranda T. Harper

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

• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA
• 10/2006 → Present
  Fidelity Investments
  Jacksonville, FL

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Saint Augustine, FL
  Jacksonville, FL
• 2011-09-23 → 2018-07-13
  Strategic Advisers Llc
  Jacksonville, FL
• 2004-07-21 → 2005-12-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

OBA-13057|OrgNmn:Miranda Harper|Org Addr:St. August,Florida,US|OBA Nature:Rental house/condo|Invst Rel:Y|Title:Owner|Duties:admin duties for 3 rental properties - LT rental (former home) and 2 ST rental (vacation condo).|StrtDt:06-27-15|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2011-09-21
• S63 Uniform Securities Agent State Law Examination
  2001-05-29

Designations

• Certified Financial Planner

Other Names

• Miranda Teresa Northcutt
• Miranda Teresa Alquinta
• Miranda Teresa Harper