Herbert David Kolenda

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

• 03/2020 → 10/2021
  Td Ameritrade
  Southlake, TX
• 12/2019 → 05/2024
  Us Army Reserve
  Helena, MT
• 11/2019 → 03/2020
  Amazon
  Fort Worth, TX
• 11/2018 → 06/2020
  Ups
  Haslet, TX
• 07/2018 → 11/2019
  Delta Force Pi
  Gladstone, MI
• 07/2017 → 07/2018
  Fidelity Investments
  Westlake, TX
• 10/2016 → 07/2017
  Express Employment
  Fort Worth, TX
• 09/2015 → 06/2018
  Fine Designs
  Dallas, TX
• 01/2023 → 06/2024
  Ridgebrooke Capital Management Llc
  Knoxville, TN
• 08/2021 → 10/2022
  Angel Peak Studios
  Victor, MT
• 10/2023 → 06/2024
  Ridgebrooke Capital Management Llc
  Knoxville, TN
• 06/2024 → Present
  Fidelity Investments
  Edina, MN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-09-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Edina, MN
  Lakeville, MN
• 2023-10-27 → 2024-06-25
  Ridgebrooke Capital Management Llc
  Knoxville, TN
  Cookeville, TN

Other Businesses

OBA-111825|OrgNmn:Uber|Org Addr:Lakeville,Minnesota,US|OBA Nature:delivery and ridesharing|Invst Rel:N|Title:Independent Contractor|Duties:Deliver food and ride sharing|StrtDt:08-12-24|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-08-01
• S65 Uniform Investment Adviser Law Examination
  2023-10-26

Other Names

• Herbert Kolenda