Spencer Youngman

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

• 08/2015 → 06/2020
  The Vanguard Group, Inc.
  Malvern, PA
• 06/2020 → Present
  Fidelity Investments
  New York, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-08-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY
• 2018-01-08 → 2020-06-29
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-03
• S63 Uniform Securities Agent State Law Examination
  2015-09-24

Other Names

• Spencer William Youngman