Crystal Dianne Learfield

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

• 10/2015 → 04/2019
  Oswego Wealth Management Inc.
  Lake Oswego, OR
• 04/2019 → 05/2021
  Rivermark Community Credit Union
  Portland, OR
• 10/2015 → 05/2021
  Lpl Financial Llc
  Portland, OR
• 07/2021 → 02/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oregon City, OR
• 07/2021 → 02/2024
  Bank Of America N.A.
  Oregon City, OR
• 02/2024 → Present
  Fidelity Investments
  Oregon City, OR
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Oregon City, OR
• 2021-09-20 → 2024-03-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Linn, OR
  New York, NY
  Lake Oswego, OR
  Oregon City, OR
  Oregon City, OR
• 2021-02-10 → 2021-07-01
  Lpl Financial Llc
  Portland, OR
  Tualatin, OR
  Beaverton, OR

Exams

• S66 Uniform Combined State Law Examination
  2021-01-19

Other Names

• Crystal Dianne Menschner
• Crystal Dianne Perez
• Crystal Dianne Learfield
• Crystal D Perez