Isaac Ray Whitmore

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

• 01/2004 → 01/2020
  Td Waterhouse Investor Services Inc
  Atlanta, GA
• 01/2020 → Present
  Fidelity Brokerage Services, Llc
  Atlanta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-02-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Dunwoody, GA
• 2004-05-05 → 2020-01-31
  Td Ameritrade, Inc.
  Alpharetta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2006-04-27 → 2020-01-31
  Td Ameritrade Investment Management, Llc
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2004-04-26
• S65 Uniform Investment Adviser Law Examination
  2000-05-18
• S63 Uniform Securities Agent State Law Examination
  1999-12-10

Other Names

• Ike Whitmore