Chase Freiman

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

• 09/2021 → Present
  Fidelity Investments
  Smithfield, RI
• 01/2021 → 09/2021
  Door Dash Inc
  Newport, RI
• 05/2016 → 07/2021
  Madison Lawn And Stump
  Madison, CT
• 09/2020 → 05/2021
  Black Point Wealth Mgt
  Middletown, RI
• 10/2017 → 05/2021
  Salve Regina University
  Newport, RI
• 06/2020 → 09/2020
  Ht Partners Llc
  Centerbrook, CT
• 06/2019 → 09/2019
  Stone Insurance Agency
  Guilford, CT
• 09/2011 → 06/2017
  Madison Public Schools
  Madison, CT
• 09/2015 → 05/2017
  Madison Beach And Rec
  Madison, CT
• 09/2017 → 05/2021
  Salve Regina University
  Newport, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2022-02-28