Ryan Charles Thielen

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

• 10/2018 → 01/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 12/2015 → 01/2020
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 11/2020 → Present
  Fidelity Investments
  Chicago, IL
• 01/2020 → 11/2020
  Unemployed
  Chicago, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-11-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chicago, IL
• 2018-09-28 → 2020-01-30
  Morgan Stanley
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2018-09-28

Other Names

• Ryan Charles Thielen
• Ryan Thielen