Julius Peluola

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
  Covington, KY
• 12/2019 → 06/2020
  Shelter Insurance
  Lawrenceburg, IN
• 03/2019 → 06/2020
  Ac Marriott Hotel
  Cincinnati, OH
• 08/2013 → 05/2019
  University Of Cincinnati
  Cincinnati, OH
• 08/2018 → 01/2019
  Mitchell's Fish Market
  Newport, KY
• 03/2017 → 04/2018
  Xpo Logistics
  Cincinnati, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-10-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2020-10-09

Other Names

• Julius Abiodun Peluola
• Julius Peluola