Devan Patrick Sef

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

• 05/2020 → Present
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 05/2014 → 05/2016
  Ave Maria University
  Ave Maria, FL
• 01/2016 → 05/2016
  Marco's Pizza
  Naples, FL
• 05/2016 → 08/2016
  St. Mary's Seafood
  Jacksonville, FL
• 08/2016 → 12/2019
  University Of Central Florida
  Orlando, FL
• 08/2017 → 04/2020
  Intracoastal Parking
  Orlando, FL
• 11/2016 → 05/2017
  K Restaurant
  Orlando, FL
• 05/2019 → 07/2019
  Eastern Union Funding
  Orlando, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-04-18
• S63 Uniform Securities Agent State Law Examination
  2020-09-15

Other Names

• Devan Patrick Sef
• Devan Sef