Valerie L Foley

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

• 04/2018 → 07/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 02/2017 → 05/2018
  Bmo Harris Bank
  Naperville, IL
• 01/2016 → 02/2017
  Stearns Lending
  Wood Dale, IL
• 02/2017 → 03/2017
  Mb Financial Inc
  Schaumburg, IL
• 01/2021 → 03/2021
  Equitable Advisors, Llc
  Deerfield, IL
• 05/2021 → 04/2022
  J.P. Morgan Securities Llc
  Chicago, IL
• 05/2021 → 04/2022
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 03/2021 → 04/2021
  Td Ameritrade
  Wood Dale, IL
• 05/2014 → 11/2017
  Invest Smart Realty
  Wood Dale, IL
• 05/2022 → 11/2022
  Gwfs Equities, Inc
  Greenwood Village, CO
• 01/2023 → Present
  Fidelity Investments
  Wood Dale, IL
• 08/2018 → 01/2023
  Select A Fee Real Estate & Rentals
  Chicago, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-03-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Wood Dale, IL
• 2022-05-20 → 2022-11-08
  Empower Advisory Group, Llc
  Wood Dale, IL
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2020-09-08
• S63 Uniform Securities Agent State Law Examination
  2010-03-05

Other Names

• Valerie L Foley
• Valerie Lynn Foley
• Valerie Foley