Travis Skavlan

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 → 04/2020
  Fidelity Investments Institutional Services Company, Inc.
  Westlake, TX
• 04/2020 → 06/2022
  Alliancebernstein Investments, Inc.
  Nashville, TN
• 06/2022 → Present
  Fidelity Investments
  Franklin, TN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Franklin, TN

Exams

• S66 Uniform Combined State Law Examination
  2022-08-16
• S63 Uniform Securities Agent State Law Examination
  2015-05-11

Designations

• Certified Financial Planner

Other Names

• Travis Bryce Skavlan