Stephen Vadney

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

• 10/2015 → 12/2017
  Aflac
  Albany, NY
• 01/2017 → 01/2023
  Halliday Financial, Llc
  Clifton Park, NY
• 01/2023 → 06/2023
  Unemployed
  Clifton Park, NY
• 06/2023 → Present
  Fidelity Investments
  Albany, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-09-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Albany, NY
• 2020-01-17 → 2023-01-23
  Tsa Management Inc
  Clifton Park, NY
• 2017-05-17 → 2019-12-31
  Tsa Management Inc
  Clifton Park, NY
  Glen Head, NY

Exams

• S66 Uniform Combined State Law Examination
  2017-04-27
• S63 Uniform Securities Agent State Law Examination
  2008-01-28

Other Names

• Steve Vadney
• Stephen R Vadney
• Stephen Vadney