James D Beaulieu

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

• 01/2015 → 12/2016
  Charles Schwab & Co., Inc.
  Corte Madera, CA
• 03/2016 → 12/2016
  Charles Schwab Bank
  Corte Madera, CA
• 12/2016 → 08/2017
  Td Ameritrade
  San Francisco, CA
• 08/2017 → Present
  Fidelity Brokerage Services Llc
  San Francisco, CA
• 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
  San Antonio, TX
  San Antonio, TX
• 2017-09-08 → 2018-07-13
  Strategic Advisers Llc
  Larkspur, CA
• 2017-01-11 → 2017-08-23
  Td Ameritrade, Inc.
  San Francisco, CA
• 2017-01-11 → 2017-08-23
  Td Ameritrade Investment Management, Llc
  San Francisco, CA
• 2016-03-18 → 2016-12-08
  Charles Schwab & Co., Inc.
  Austin, TX
  Corte Madera, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-18
• S63 Uniform Securities Agent State Law Examination
  2015-07-17

Other Names

• James Beaulieu
• James D Beaulieu
• James Donald Beaulieu