Stephen Robert Stetz

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

• 04/2011 → Present
  Fidelity Investments
  Westlake, TX
• 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
  Boston, MA
  Westlake, TX
  Fort Worth, TX
• 2014-08-25 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Other Businesses

OBA-9381|OrgNmn:Zahn Associates, Inc / Univ of Dallas|Org Addr:Tampa,Florida,US|OBA Nature:CFP education and CFP exam pre|Invst Rel:N|Title:Instructor|Duties:I will teach the classes required to sit for the CFP exam and teach a 4 day exam review class.|StrtDt:08-21-14|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-07-22

Designations

• Certified Financial Planner