Haynes Worthen

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 → Present
  Fidelity Investments
  Broomfield, CO
• 12/2020 → 04/2021
  Hub Real Estate
  Fort Collins, CO
• 08/2016 → 10/2016
  Brookdale Senior Living
  Cedar City, UT
• 10/2016 → 05/2017
  Home Depot
  Cedar City, UT
• 05/2017 → 06/2019
  Mountain America Credit Union
  Cedar City, UT
• 08/2016 → 04/2020
  Southern Utah University
  Cedar City, UT
• 05/2020 → 12/2020
  Unemployed
  Fort Collins, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Fort Collins, CO

Exams

• S66 Uniform Combined State Law Examination
  2021-09-22

Other Names

• Haynes Kelton Worthen