Terry L Wagler

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

• 09/2013 → 06/2020
  Citizens Bank
  Massillon, OH
• 01/2016 → 06/2020
  Citizens Securities, Inc
  Massilon, OH
• 06/2020 → 06/2021
  Key Investment Services
  Columbus, OH
• 06/2020 → 06/2021
  Keybank
  Uniontown, OH
• 06/2021 → 11/2021
  Keybank
  Uniontown, OH
• 06/2021 → 11/2021
  Key Investment Services
  Columbus, OH
• 11/2021 → 06/2022
  Keybank
  Uniontown, OH
• 11/2021 → 06/2022
  Key Investment Services
  Columbus, OH
• 06/2022 → Present
  Fidelity Investments
  Massillon, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
  Massillon, OH
• 2021-11-23 → 2022-06-08
  Key Investment Services Llc
  Brooklyn, OH
  Columbus, OH
  Uniontown, OH
• 2019-01-29 → 2020-06-09
  Citizens Securities, Inc.
  Massillon, OH
  Fairlawn, OH
  Massillon, OH

Other Businesses

OBA-124126|OrgNmn:Hillsdale Ridge Condominium Association|Org Addr:Massillon,Ohio,US|OBA Nature:Homeowners association|Invst Rel:Y|Title:President of the condominium asso|Duties:voting on the priority of exterior property maintenance and how association money is used to pay for these maintenance activities|StrtDt:10-27-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-13
• S63 Uniform Securities Agent State Law Examination
  2016-06-24

Other Names

• Terrry Wagler
• Terry Wagler
• Terry Lee Wagler