Colleen Arredondo

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

• 02/2016 → 07/2018
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2015 → 09/2019
  Ruggie Wealth Management
  Tavares, FL
• 07/2018 → 07/2020
  Cwm, Llc Dba Carson Wealth
  Omaha, NE
• 09/2019 → 01/2021
  Ruggie Capital Group, Llc
  Tavares, FL
• 04/2020 → 03/2022
  Destiny Wealth Partners
  Tavares, FL
• 04/2022 → Present
  Fidelity Investments
  The Villages, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  The Villages, FL
• 2020-05-15 → 2022-03-24
  Destiny Wealth Partners, Llc
  Tavares, FL
• 2017-06-02 → 2021-01-07
  Ruggie Wealth Management
  Tavares, FL
• 2018-09-19 → 2020-07-01
  Cwm, Llc
  The Villages, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-10-07
• S65 Uniform Investment Adviser Law Examination
  2017-04-16

Designations

• Chartered Financial Consultant

Other Names

• Colleen Hegarty
• Colleen A Anderson
• Colleen A Arredondo
• Colleen Alyce Arredondo