Douglas Alldredge

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

• 11/2000 → 05/2020
  E*Trade Securities Llc
  Alpharetta, GA
• 05/2010 → 10/2016
  E*Trade Clearing Llc
  Alpharetta, GA
• 02/2020 → 05/2020
  E*Trade Capital Management Llc
  Alpharetta, GA
• 05/2020 → 05/2021
  E*Trade Securities Llc
  Alpharetta, GA
• 05/2020 → 05/2021
  E*Trade Capital Management Llc
  Alpharetta, GA
• 06/2021 → Present
  Fidelity Investments
  Ball Ground, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2020-05-27 → 2021-06-10
  Harrisdirect Llc
  Alpharetta, GA
  Arlington, VA

Exams

• S66 Uniform Combined State Law Examination
  2020-05-20

Other Names

• Douglas Alan Alldredge
• Douglas Alldredge