Gino Dodd

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

• 01/2023 → 02/2023
  Tyler Stevens
  Chesterfield, MO
• 05/2022 → 01/2023
  Bankers Life
  Lees Summit, MO
• 05/2021 → 05/2022
  Bankers Life
  Lees Summit, MO
• 06/2020 → 02/2021
  Northwestern Mutual Life Insurance Company
  Chesterfield, MO
• 02/2018 → 05/2022
  Student
  Town And Country, MO
• 05/2016 → 08/2017
  City Of Mission Kansas
  Mission, KS
• 08/2014 → 05/2018
  Student
  Roeland Park, KS
• 02/2023 → 12/2024
  Tyler Stevens
  Chesterfield, MO
• 12/2023 → 12/2024
  Northwestern Mutual Investment Services Llc
  Chesterfield, MO
• 06/2024 → 12/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2025 → Present
  Fidelity Investments
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2026-01-28
• S63 Uniform Securities Agent State Law Examination
  2024-06-15

Other Names

• Gino Antonio Dodd
• Gino Dodd
• Gino Antonio Dodd