Laura A. Goodman

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

• 02/2010 → 01/2022
  Joyner, Kirkham, Keel & Robertson, P.C.
  Richmond, VA
• 02/2010 → 11/2017
  1St Global Capital Corp
  Richmond, VA
• 02/2010 → 11/2017
  1St Global Advisors, Inc.
  Richmond, VA
• 11/2017 → 01/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2017 → 01/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2022 → Present
  Fidelity Investments
  Aylett, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Aylett, VA
• 2017-11-16 → 2022-02-23
  Cambridge Investment Research Advisors, Inc.
  Richmond, VA
• 2010-06-21 → 2017-11-16
  1St Global Advisors Inc
  Richmond, VA

Other Businesses

OBA-99121|OrgNmn:ASCAP|Org Addr:NEW YORK,Virginia,US|OBA Nature:advocacy and service for music|Invst Rel:N|Title:Songwriter|Duties:I may receive royalities if the song I helped write is ever purchased|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2010-06-18

Other Names

• Laura J. Adams
• Laura Janine Adams
• Laura A. Goodman
• Laura Adams Goodman