Noelle Owens

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

• 03/2013 → 01/2017
  Ameriprise Financial Services, Inc.
  Pleasant Hill, CA
• 01/2017 → Present
  Fidelity Investments
  Berkeley, CA
• 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
  Martinez, CA
• 2017-02-01 → 2018-07-13
  Strategic Advisers Llc
  Berkeley, CA
• 2013-01-07 → 2017-01-17
  Ameriprise Financial Services, Llc
  Carson City, NV
  Walnut Creek, CA
• 2002-02-26 → 2002-09-23
  Ameriprise Financial Services, Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-02-21

Other Names

• Noelle Claudine Cafagna
• Noelle Claudine Cafagna Owens