Julia Marie Sternik

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

• 09/2020 → 09/2021
  Clark Capital Management Group
  Philadelphia, PA
• 09/2018 → 03/2020
  Randa Accessories
  Bloomfield, NJ
• 09/2010 → 08/2018
  Unemployment
  Unemployed, NJ
• 04/2020 → 08/2020
  Unemployment
  Unemployed, NJ
• 09/2021 → 03/2022
  Clark Capital Management Group
  Philadelphia, PA
• 03/2022 → Present
  Fidelity Investments
  Shrewsbury, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Shrewsbury, NJ

Exams

• S66 Uniform Combined State Law Examination
  2022-05-12
• S63 Uniform Securities Agent State Law Examination
  2021-11-15

Other Names

• Julia Coleman
• Julia Marie Coleman