Brittany Hughes

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

• 12/2020 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 04/2020 → 12/2020
  Unemployed
  Orlando, FL
• 06/2019 → 04/2020
  Walt Disney World
  Orlando, FL
• 01/2019 → 06/2019
  Unc Chapel Hill
  Chapel Hill, NC
• 06/2018 → 01/2019
  Walt Disney World
  Orlando, FL
• 02/2015 → 06/2018
  Moondoggy's Diner And Soda Fountain
  Marion, NC
• 01/2012 → 06/2018
  Mcdowell County Schools
  Marion, NC
• 11/2021 → 11/2022
  Bank Of America, N.A.
  Charlotte, NC
• 11/2021 → 11/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 12/2022 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2022-09-09 → 2022-11-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
  New York, NY
  Charlotte, NC

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2022-08-26

Other Names

• Brittany Alice Hughes