Angela L Pollard

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

• 06/2016 → 02/2019
  Jp Morgan Securities Llc
  Greenwich, CT
• 06/2016 → 02/2019
  Jpmorgan Chase Bank
  Greenwich, CT
• 12/2020 → Present
  Fidelity Investments
  Jacksonville, FL
• 05/2020 → 06/2020
  United Parcel Services
  Norwalk, CT
• 09/2020 → 10/2020
  United States Census
  Sanford, FL
• 03/2019 → 04/2020
  Unemployed
  Deltona, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-01-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2016-07-25 → 2019-03-08
  J.P. Morgan Securities Llc
  Greenwich, CT
• 2014-07-11 → 2016-07-01
  Charles Schwab & Co., Inc.
  Orlando, FL
  Orlando, FL
  Maitland, FL
  Orlando, FL
  Greenwich, CT
  Stamford, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-02
• S63 Uniform Securities Agent State Law Examination
  2005-11-09

Other Names

• Angela L Pollard
• Angela Pollard
• Angela Loveta Pollard
• Angela L Pollard