Geoffrey Deitrick

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

• 03/2021 → 09/2021
  Nexa Mortgage
  Phoenix, AZ
• 05/2025 → Present
  Fidelity Investments
  Thousand Oaks, CA
• 09/2021 → 03/2022
  Chase Financial Brokerage Company
  Northridge, CA
• 07/2016 → 03/2021
  Pennymac Loan Services
  Moorpark, CA
• 06/2022 → 04/2025
  Bank Of America
  Simi Valley, CA
• 03/2022 → 06/2022
  Unemployed
  Simi Valley, CA

Previous Registrations

• 2008-03-26 → 2008-09-10
  Equitable Advisors, Llc
  Woodland Hills, CA
  Northridge, CA
  Woodland Hills, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-03-31

Other Names

• Geoffrey T. Deitrick
• Geoffrey Todd Deitrick