Seth A. Cranfill

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 → 01/2019
  The Vanguard Group, Inc.
  Charlotte, NC
• 04/2019 → 06/2019
  Thrivent Investment Management Inc
  Heathrow, FL
• 04/2019 → 06/2019
  Thrivent Financial
  Appleton, WI
• 07/2019 → Present
  Fidelity Brokerage Services Llc
  Boca Raton, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-07-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boca Raton, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-03-10

Designations

• Certified Financial Planner

Other Names

• Seth Cranfill
• Seth Austin Cranfill