Srdjan Misic

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

• 04/2015 → 07/2017
  Wells Fargo Bank Na
  Seminole, FL
• 04/2015 → 11/2016
  Wells Fargo Advisors, Llc.
  Seminole, FL
• 11/2016 → 07/2017
  Wells Fargo Clearing Services, Llc
  Seminole, FL
• 07/2017 → Present
  Suntrust Bank
  Clearwater, FL
• 07/2017 → Present
  Suntrust Investment Services Inc
  Atlanta, GA
• 08/2017 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 04/2021 → Present
  Fidelity Investments
  Clearwater, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Clearwater, FL
• 2017-10-23 → 2021-03-26
  Truist Advisory Services, Inc.
  Clearwater, FL
  Clearwater, FL
  Tampa, FL
• 2015-05-19 → 2017-07-24
  Wells Fargo Clearing Services, Llc
  Seminole, FL
  Tampa, FL
  Sarasota, FL
• 2015-02-25 → 2015-04-27
  Northwestern Mutual Investment Services, Llc
  Clearwater, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-10
• S63 Uniform Securities Agent State Law Examination
  2013-11-27