Bryce Ordener

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

• 08/2020 → 12/2022
  Charles Schwab & Co., Inc.
  Austin, TX
• 07/2019 → 06/2020
  Shi International Corp.
  Austin, TX
• 05/2012 → 06/2019
  Best Buy
  Cedar Park, TX
• 05/2017 → 08/2017
  Modern Woodmen Of America
  Austin, TX
• 08/2016 → 05/2019
  The University Of Texas At Austin
  Austin, TX
• 12/2022 → 04/2023
  Unemployed
  Liberty Hill, TX
• 04/2023 → Present
  Fidelity Investments
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-08-29
• S63 Uniform Securities Agent State Law Examination
  2021-03-22

Other Names

• Bryce Adam Ordener
• Bryce Ordener