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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Albuquerque NM 08/2015 08/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 08/2021
Gwfs Equities Greenwood Village CO 09/2021 11/2021
Empower Tulsa OK 09/2021 11/2021
Arvest Wealth Management Tulsa OK 11/2021 06/2024
Arvest Bank Tulsa OK 11/2021 06/2024
Fidelity Investments Jacksonville FL 07/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 08/2021
    Fidelity Brokerage Services Llc
    Albuquerque, NM
  • 07/2018 → 08/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 09/2021 → 11/2021
    Gwfs Equities
    Greenwood Village, CO
  • 09/2021 → 11/2021
    Empower
    Tulsa, OK
  • 11/2021 → 06/2024
    Tulsa, OK
  • 11/2021 → 06/2024
    Arvest Bank
    Tulsa, OK
  • 07/2024 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2021-11-10 → 2024-06-24
    Tulsa, OK
    Tulsa, OK
  • 2021-09-21 → 2021-11-01
    Greenwood Village, CO
    Tulsa, OK
  • 2018-07-13 → 2021-08-17
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-12-19 → 2018-07-13
    Albuquerque, NM
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-09
  • S66 Uniform Combined State Law Examination
    2016-02-09
Designations
  • Certified Financial Planner
Other Names
  • Doninda Eve Doft
  • Dorinda Eve Doft
  • Dorinda Eve Hawk
  • Dorinda Hawk

View on SEC IAPD

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