Ryan Hafen

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

• 05/2020 → 07/2020
  Smiths Food And Drug
  Las Vegas, NV
• 10/2018 → 03/2019
  Advance Spine And Posture
  Las Vegas, NV
• 08/2017 → 12/2019
  Bell Photographers
  Las Vegas, NV
• 07/2015 → 07/2017
  Church Of Jesus Christ Of Latter Day Saints
  Dallas, TX
• 02/2021 → 04/2021
  Smiths Food And Drug
  Las Vegas, NV
• 08/2017 → 12/2019
  College Of Southern Nevada
  Las Vegas, NV
• 01/2020 → 04/2021
  Brigham Young University - Idaho
  Rexburg, ID
• 04/2021 → Present
  Fidelity Investments
  American Fork, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  American Fork, UT
  Las Vegas, NV

Exams

• S66 Uniform Combined State Law Examination
  2022-08-22
• S63 Uniform Securities Agent State Law Examination
  2022-03-07

Other Names

• Ryan Paul Hafen
• Ryan Hafen