Chani M. Oscavich

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

• 03/2015 → Present
  Fidelity Brokerage Services, Llc
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Holly Springs, NC

Other Businesses

OBA-130269|OrgNmn:Prolific|Org Addr:Holly Spri,North Caro,US|OBA Nature:tech company that matches part|Invst Rel:N|Title:participant|Duties:Ill be taking surveys and participating in focus groups|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-108690|OrgNmn:Amazon Flex |Org Addr:Holly spri,North Caro,US|OBA Nature:You get to pick a shift in an |Invst Rel:N|Title:Independent Contractor|Duties:Delivery driver nights and weekends (i get to pick the shift as i want to)|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-02-26
• S63 Uniform Securities Agent State Law Examination
  2015-05-04

Other Names

• Chani Marie Oscavich