Gabriel Loehr

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

• 08/2016 → 05/2020
  University Of Texas At Austin
  Austin, TX
• 06/2016 → 05/2020
  Center For Relational Leadership
  Cedar Park, TX
• 05/2020 → 07/2020
  Unemployed
  Austin, TX
• 07/2020 → 04/2022
  Equitable Advisors
  New York, NY
• 06/2019 → 08/2019
  Dell Technologies Emc
  Round Rock, TX
• 09/2017 → 05/2018
  University Of Texas At Austin
  Austin, TX
• 04/2022 → Present
  Fidelity Investments
  Austin, TX
• 04/2022 → 04/2022
  Doordash
  Austin, TX
• 06/2015 → 05/2020
  Intimate Life Ministries
  Austin, TX
• 05/2018 → 03/2020
  Relational Values Alliance
  Austin, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Austin, TX
• 2020-12-16 → 2022-04-04
  Equitable Advisors, Llc
  Austin, TX

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2020-12-07
• S63 Uniform Securities Agent State Law Examination
  2020-10-06

Other Names

• Winston Loehr
• Gabriel Loehr
• Gabriel Joseph Loehr