Priscilla G. Opoku

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

• 04/2021 → 09/2023
  Ubs
  Dallas, TX
• 04/2019 → 04/2021
  Ballard Spahr Llp
  Philadelphia, PA
• 02/2016 → 01/2018
  Pnc Wealth Management
  Pittsburgh, PA
• 01/2018 → 04/2019
  Pnc Wealth Management
  Philadelphia, PA
• 09/2023 → Present
  Fidelity Investments
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-12-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2021-07-13 → 2023-09-25
  Ubs Financial Services Inc.
  Weehawken, NJ
  Dallas, TX

Other Businesses

OBA-132023|OrgNmn:Tidyland|Org Addr:Melissa,Texas,US|OBA Nature:cleaning services|Invst Rel:N|Title:My husband started a cleaning bus|Duties:My husband started a cleaning business and I help run errands for the business in the evenings and on the weekends|StrtDt:07-01-26|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-09-09

Other Names

• Priscilla G Osei-Bonsu
• Priscilla G Osei-Bonsu
• Priscilla G Opoku