Suzanne Veronica Siebert

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

• 10/2006 → 09/2017
  Peoples Bank
  Bridgerpot, CT
• 10/2017 → 01/2018
  Unemployed
  Hastings, MN
• 02/2018 → 06/2019
  Farmers Insurance
  Cannon Falls, MN
• 07/2018 → 06/2019
  Farmers Financial Solutions, Llc
  Cannon Falls, MN
• 08/2019 → Present
  Fidelity Brokerage Services Llc
  Oakdale, MN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-08-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Oakdale, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-23
• S63 Uniform Securities Agent State Law Examination
  2002-08-14

Other Names

• Suzanne Lienhop
• Suzanne Schallock
• Suzanne V Siebert