Lauri K. Howe

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

• 06/2018 → 12/2019
  Wells Fargo Clearning Services, Llc
  Fort Myers, FL
• 07/2021 → 04/2024
  Fidelity Investments
  Merrimack, NH
• 12/2019 → 07/2020
  Unemployed
  Franklinville, NJ
• 09/2012 → 02/2017
  Edward Jones
  St Louis, MO
• 04/2024 → 05/2025
  Unemployed
  Frankllinville,, NJ
• 06/2025 → Present
  Fidelity Investments
  Trenton, NJ
• 07/2020 → 08/2020
  Td Bank
  Haddonfield, NJ
• 08/2020 → 07/2021
  Unemployed
  Franklinville, NJ
• 02/2017 → 07/2018
  Fifth Third Securities
  Cape Coral, FL

Previous Registrations

• 2023-01-12 → 2024-04-10
  Fidelity Personal And Workplace Advisors
  Franklinville, NJ
• 2018-07-17 → 2019-12-13
  Wells Fargo Clearing Services, Llc
  Fort Myers, FL
• 2017-02-23 → 2018-07-20
  Fifth Third Securities, Inc.
  Cape Coral, FL
  Cape Coral, FL
• 2012-11-15 → 2017-02-23
  Edward Jones
  St Louis, MO
  Cape Coral, FL
  Cape Coral, FL
  Cape Coral, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-12-16

Other Names

• Lauri Kim Myers
• Lauri Kim Wagoner
• Lauri Kim Opromollo
• Lauri Kim Howe
• Lauri K Howe