Tyler G. White

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

• 03/2013 → 07/2018
  Td Ameritrade
  Denver, CO
• 07/2018 → 06/2020
  Unemployed/Homemaker
  Denver, CO
• 06/2020 → Present
  Fidelity Investments
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-06-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2013-03-11 → 2018-07-06
  Td Ameritrade, Inc.
  Denver, CO
• 2013-03-11 → 2018-07-06
  Td Ameritrade Investment Management, Llc
  Denver, CO
• 2010-11-22 → 2013-02-26
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
  Orlando, FL
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2010-11-19
• S63 Uniform Securities Agent State Law Examination
  2007-09-01

Other Names

• Tyler Graham White
• Tyler White