Anthony Spears

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

• 08/2010 → Present
  Fidelity Brokerage Service Llc
  Jacksonville, FL
• 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
  Jacksonville, FL
  Jacksonville, FL
• 2010-10-06 → 2018-07-13
  Strategic Advisers Llc
  Jacksonville, FL
• 2008-09-26 → 2010-08-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

OBA-100859|OrgNmn:Dayspring Baptist Church|Org Addr:Jacksonvil,Florida,US|OBA Nature:Religious Organization/Church|Invst Rel:N|Title:Employee|Duties:Responsible for all aspects of the music for the church; including rehearsing choirs, teaching music to musicians, providing music for special|StrtDt:07-27-23|TotHrs/mon:25|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2008-09-18

Other Names

• Anthony Spears Jr
• Anthony Spears
• Anthony Spears