Anna Johnson

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

• 04/2020 → 06/2021
  Wells Fargo Clearing Services, Llc
  Culpeper, VA
• 10/2016 → 02/2022
  Wells Fargo Bank, Na
  Culpeper, VA
• 09/2015 → 10/2016
  Wells Fargo Bank
  Monterey, CA
• 09/2021 → 02/2022
  Wells Fargo Clearing Services, Llc
  Culpeper, VA
• 02/2022 → 09/2022
  Alight Financial Solutions
  Charlotte, NC
• 09/2022 → Present
  Fidelity Investments
  Fredericksburg, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Fredericksburg, VA
• 2022-03-14 → 2022-09-09
  Alight Financial Advisors, Llc
  Fredericksburg, VA
  Charlotte, NC
• 2021-10-12 → 2022-03-01
  Wells Fargo Clearing Services, Llc
  Culpeper, VA
  Roanoke, VA
• 2021-06-14 → 2021-07-09
  Wells Fargo Clearing Services, Llc
  Roanoke, VA
  Culpeper, VA
  Culpeper, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-14
• S63 Uniform Securities Agent State Law Examination
  2021-04-26

Other Names

• Anna Ezushina