Cody R Maschmeier

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

• 04/2008 → Present
  Fidelity Investments
  Lone Tree, CO
• 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
  Salt Lake City, UT
  Spokane, WA
• 2013-07-19 → 2018-07-13
  Strategic Advisers Llc
  Portland, OR
  Spokane, WA
  Spokane, WA
• 2007-02-22 → 2008-04-01
  Wells Fargo Investments, Llc
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
• 2006-05-12 → 2007-02-21
  New England Securities
  Albuquerque, NM
• 2003-07-15 → 2006-04-06
  Lpl Financial Llc
  Albuquerque, NM
  Albuquerque, NM

Other Businesses

OBA-9712|OrgNmn:Torre Tenebrosa, LLC|Org Addr:Spokane,Washington,US|OBA Nature:Acquisition and management of |Invst Rel:Y|Title:Organizer|Duties:Property management and bookkeeping.|StrtDt:02-22-18|TotHrs/mon:2|TrdHrs/mon:0|OBA-18133|OrgNmn:Valle Largo LLC|Org Addr:Spokane,Washington,US|OBA Nature:LLC owns rental property|Invst Rel:Y|Title:Member|Duties:Rental property ownership and management|StrtDt:03-01-21|TotHrs/mon:2|TrdHrs/mon:0|OBA-9683|OrgNmn:WMW Holdings LLC|Org Addr:Albuquerqu,New Mexico,US|OBA Nature:LLC created with my sisters to|Invst Rel:Y|Title:Partner|Duties:Disbursement of property payments|StrtDt:03-01-13|TotHrs/mon:1|TrdHrs/mon:0|OBA-11976|OrgNmn:Laguna Negra Holdings LLC|Org Addr:Spokane,Washington,US|OBA Nature:Rental of investment propertie|Invst Rel:Y|Title:Member|Duties:Management of rental properties and bookkeeping.|StrtDt:01-01-19|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-05
• S63 Uniform Securities Agent State Law Examination
  2002-02-01

Other Names

• Cody Ray Maschmeier