Scott Olson

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

• 01/2021 → 03/2021
  Nylife Securities Llc
  Saddlebrook, NJ
• 03/2021 → 02/2024
  Fidelity Investments
  Merrimack, NH
• 06/2024 → Present
  Fidelity Investments
  Wayne, NJ
• 12/2020 → 03/2021
  New York Life Insurance Co
  Saddle Brook, NJ
• 03/2024 → 05/2024
  New York Life
  White Plains, NY
• 10/2020 → 11/2020
  Unemployed
  Wanaque, NJ
• 07/2015 → 10/2020
  Pruco Securities, Llc
  White Plains, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-07-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Wayne, NJ
  Wanaque, NJ
  Salt Lake City, UT
• 2024-03-20 → 2024-05-29
  Eagle Strategies Llc
  White Plains, NY
  New York, NY
• 2021-08-17 → 2024-03-01
  Fidelity Personal And Workplace Advisors
  Wanaque, NJ
• 2020-05-27 → 2020-10-14
  Pruco Securities, Llc.
  White Plains, NY
  Haskell, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-18
• S63 Uniform Securities Agent State Law Examination
  2015-11-02

Designations

• Chartered Financial Consultant