Siara L. Spaulding

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 → 11/2021
  Jpmorgan Chase Bank, N.A.
  Wheaton, IL
• 05/2020 → 11/2021
  J.P. Morgan Securities Llc
  Wheaton, IL
• 10/2018 → 02/2020
  Gap Inc, Banana Republic
  Aurora, IL
• 11/2017 → 10/2018
  Destination Maternity
  Chicago, IL
• 11/2015 → 11/2017
  Gap Inc, Old Navy
  Oakbrook, IL
• 05/2021 → 08/2021
  Banana Republic Factory Retail Store, Gap
  Aurora, IL
• 11/2021 → 11/2021
  Thrivent Investment Management Inc
  Minneapolis, MN
• 12/2021 → Present
  Fidelity Investments
  Naperville, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Naperville, IL
• 2021-11-04 → 2021-11-19
  Thrivent Investment Management Inc.
  Minneapolis, MN
• 2020-12-11 → 2021-11-02
  J.P. Morgan Securities Llc
  Wheaton, IL

Exams

• S66 Uniform Combined State Law Examination
  2020-12-08

Other Names

• Siara Toomer
• Siara Spaulding
• Siara L Spaulding
• Siara Lynn Spaulding
• Siara Lynn Toomer