Deneen J Zehr

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

• 09/2011 → Present
  Fidelity Investments
  Wexford, PA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Cranberry Township, PA
  Wexford, PA
• 2012-02-29 → 2018-07-13
  Strategic Advisers Llc
  Wexford, PA
  Cranberry Township, PA

Other Businesses

OBA-5153|OrgNmn:Reliv International|Org Addr:Wexford,Pennsylvan,US|OBA Nature:Distributors of health product|Invst Rel:N|Title:Distributor|Duties:Sell health products|StrtDt:01-16-15|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-28
• S63 Uniform Securities Agent State Law Examination
  2004-10-06

Other Names

• Deneen Joann Stahovic
• Deneen Joann Zehr