Abigail Ann Rivera

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

• 09/2015 → 09/2016
  Purdue University
  West Lafayette, IN
• 09/2016 → 08/2017
  Purdue University
  West Lafayette, IN
• 06/2017 → 02/2018
  Scotty's Brewhouse
  West Lafayette, IN
• 02/2018 → 05/2018
  Starbucks
  West Lafayette, IN
• 08/2018 → 06/2019
  Chumley's Pub
  Lafayette, IN
• 05/2019 → 05/2020
  Strategiq Financial Group, Llc
  Merrillville, IN
• 06/2020 → 05/2021
  Charles Schwab & Co., Inc.
  Tacoma, WA
• 06/2020 → 05/2021
  Charles Schwab Bank, Ssb
  Tacoma, WA
• 06/2021 → 02/2023
  Goldman Sachs & Co. Llc
  Seattle, WA
• 02/2023 → Present
  Fidelity Investments
  Seattle, WA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  St. Peters, MO
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2024-06-22
• S63 Uniform Securities Agent State Law Examination
  2021-04-02

Other Names

• Abigail A Rivera
• Abigail Ann Rivera
• Abby Rivera
• Abigail Rivera
• Abigail Ann Lehan