Tumi Boris Pufong

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 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 12/2018 → 03/2020
  Law Office Of Linda Akwa
  Dallas, TX
• 01/2018 → 12/2018
  Self Employed
  Orpington
• 05/2017 → 12/2017
  Unmployed
  Vegreville
• 05/2015 → 04/2017
  Canadian Imperial Bank Of Commerce
  Vegreville
• 03/2020 → 09/2021
  Equitable Advisors, Llc
  New York, NY
• 10/2021 → 05/2023
  Citigroup
  Irving, TX
• 05/2023 → Present
  Fidelity Investments
  Plano, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Plano, TX
• 2022-02-15 → 2023-05-01
  Citigroup Global Markets Inc.
  Irving, TX
• 2021-04-02 → 2021-10-08
  Equitable Advisors, Llc
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-29
• S63 Uniform Securities Agent State Law Examination
  2020-09-28

Other Names

• Tumi Boris Pufong