Gage Gwin

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

• 06/2020 → Present
  Fidelity Investments
  Westlake, TX
• 01/2020 → 05/2020
  Fidelity Talentsource Llc
  Westlake, TX
• 10/2019 → 01/2020
  Veritude Llc
  Westlake, TX
• 06/2019 → 08/2019
  Fmr Llc
  Westlake, TX
• 10/2018 → 01/2019
  Veritude Llc
  Westlake, TX
• 06/2018 → 08/2018
  Veritude Llc
  Westlake, TX
• 08/2015 → 05/2020
  University Of North Texas
  Denton, TX
• 09/2014 → 06/2018
  Barnes & Noble
  Southlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-09-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2020-09-22

Other Names

• Gage Edik Gwin
• Gage Gwin