Alison Truchan

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

• 02/2011 → 03/2018
  Scottrade, Inc
  Grand Blanc, MI
• 10/2019 → 05/2021
  Raymond James & Associates, Inc
  Fenton, MI
• 03/2018 → 10/2019
  Unemployed
  Oxford, MI
• 05/2021 → Present
  Fidelity Investments
  Detroit, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2019-11-08 → 2021-05-26
  Raymond James & Associates, Inc.
  Fenton, MI
• 2017-05-19 → 2018-03-08
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-05-19
• S63 Uniform Securities Agent State Law Examination
  2011-06-28

Other Names

• Alison Ridgeway
• Alison Martha Truchan