Adam Colombo

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

• 08/2013 → 09/2016
  Wells Fargo Advisors Llc
  San Francisco, CA
• 10/2016 → 08/2018
  M Holdings Securities, Inc.
  Portland, OR
• 08/2018 → 02/2020
  Wells Fargo Clearing Services, Llc
  Portland, OR
• 06/2020 → 12/2021
  Morgan Stanley
  Nashville, TN
• 03/2020 → 06/2020
  Unemployed
  Portland, OR
• 12/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Nashville, TN
  Westlake, TX
• 2020-07-08 → 2021-12-22
  Morgan Stanley
  Nashville, TN
• 2018-08-27 → 2020-01-07
  Wells Fargo Clearing Services, Llc
  Vancouver, WA
  Santa Rosa, CA
  Charlotte, NC
• 2016-10-14 → 2018-08-20
  M Holdings Securities, Inc.
  Portland, OR
• 2013-08-21 → 2016-10-12
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
  Charlotte, NC
  San Jose, CA
  Oakland, CA
  San Leandro, CA
• 2011-01-03 → 2012-03-28
  Wells Fargo Clearing Services, Llc
  Pleasant Hill, CA
  Charlotte, NC
• 2008-06-24 → 2011-01-03
  Wells Fargo Investments, Llc
  Danville, CA
  Pleasant Hill, CA
• 2007-12-01 → 2008-04-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA

Other Businesses

OBA-107110|OrgNmn:Taylor Germantown HOA|Org Addr:Nashville,Tennessee,US|OBA Nature:Board Member|Invst Rel:N|Title:Board Member|Duties:Voting Board Member of HOA|StrtDt:03-27-24|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-28
• S63 Uniform Securities Agent State Law Examination
  2006-12-14

Other Names

• Adam J Colombo
• Adam James Colombo