Cole M. Blagg

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

• 10/2020 → 03/2022
  Equitable Advisors, Llc
  New York, NY
• 09/2020 → 01/2021
  Fatheads Brewery
  Middleburg Hts., OH
• 08/2010 → 08/2020
  Student
  Cleveland, OH
• 08/2020 → 09/2020
  Unemployed
  Parma, OH
• 03/2021 → 10/2021
  Carrabba'S Italian Grill
  Brooklyn, OH
• 10/2022 → Present
  Fidelity Investments
  Cleveland, OH
• 04/2022 → 10/2022
  Tony Maloney's
  North Royalton, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-12-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  North Royalton, OH

Exams

• S66 Uniform Combined State Law Examination
  2023-11-29
• S63 Uniform Securities Agent State Law Examination
  2023-02-17

Other Names

• Cole M. Blagg
• Cole M Blagg