Dean Andrew Shatzer

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
  Greenwood Village, CO
• 04/2019 → 06/2019
  Nova Peaks
  Aurora, CO
• 09/2016 → 06/2020
  Dartmouth College
  Hanover, NH
• 06/2015 → 09/2016
  Unemployed
  Odessa, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-12-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

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

Other Names

• Dean Andrew Shatzer
• Dean Shatzer
• Dean Andrew Shatzer