Frederick J. Harrison

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

• 08/2013 → 12/2020
  University Of Connecticut
  Storrs, CT
• 06/2020 → 04/2021
  Unemployed
  Old Saybrook, CT
• 07/2016 → 09/2017
  Enterprise Truck Rental
  Old Saybrook, CT
• 06/2017 → 06/2020
  Funktion Fitness
  Old Saybrook, CT
• 05/2015 → 08/2017
  Beard Tennis Systems
  Saint Petersburg, FL
• 01/2018 → 08/2018
  Ruby Tuesday
  Willimantic, CT
• 08/2018 → 01/2019
  Applebee'S
  Willimantic, CT
• 04/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  West Hartford, CT

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16
• S63 Uniform Securities Agent State Law Examination
  2021-08-17

Other Names

• Frederick J Harrison
• Rick Harrison
• Frederick Harrison