Sophia Goode

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 → 05/2017
  Raymond James
  St Petersburg, FL
• 05/2017 → 07/2018
  Charles Schwab
  Clearwater, FL
• 08/2018 → 06/2020
  Raymond James Financial Services, Inc
  Palm Harbor, FL
• 06/2020 → 10/2021
  Jaffe Tilchin Investment Partners
  Tampa, FL
• 10/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2020-08-10 → 2021-10-29
  Jaffe Tilchin Investment Partners, Llc
  Tampa, FL
• 2018-08-17 → 2020-06-04
  Raymond James Financial Services Advisors, Inc
  Palm Harbor, FL
  Oldsmar, FL
• 2017-06-26 → 2018-07-26
  Charles Schwab & Co., Inc.
  Clearwater, FL
• 2006-10-11 → 2017-05-31
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2005-01-31 → 2006-07-27
  Strategic Advisers Llc
  Philadelphia, PA

Exams

• S66 Uniform Combined State Law Examination
  2004-12-22

Designations

• Chartered Financial Consultant

Other Names

• Sophia Goode
• Sophia Le Goode
• Sophia Le Gillin