Colin Fuller

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

• 01/2016 → 02/2017
  Fidelity Investments Institutional Services Company, Inc
  Westlake, TX
• 01/2020 → Present
  Fidelity Brokerage Services Llc
  Westlake, TX
• 02/2017 → 01/2020
  Fidelity Distributors Company Llc
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-02-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-02-24
• S63 Uniform Securities Agent State Law Examination
  2016-02-22

Designations

• Certified Financial Planner

Other Names

• Colin Graham Fuller