Stephen Mitchell Riddle

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

• 10/2015 → 03/2017
  Educational Testing Consultants
  Concord, NC
• 03/2017 → 05/2020
  Ramsey Solutions
  Franklin, TN
• 08/2020 → 01/2021
  Stored Technology Solutions
  Raleigh, NC
• 02/2021 → 08/2021
  Freedom Wealth Management, Llc
  Raleigh, NC
• 08/2021 → 05/2022
  Lincoln Financial Securities
  Raleigh, NC
• 05/2022 → 07/2022
  Unemployed
  Raleigh, NC
• 07/2022 → Present
  Fidelity Investments
  Raleigh, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Raleigh, NC
• 2022-01-03 → 2022-05-23
  Osaic Fs, Inc.
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2021-11-22

Other Names

• Stephen M Riddle
• Stephen Mitchell Riddle
• Stephen Riddle