Richard Walters

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

• 05/2021 → 09/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 10/2020 → 04/2021
  Arizona State Retirement System
  Phoenix, AZ
• 05/2020 → 10/2020
  Arizona Department Of Economic Security
  Phoenix, AZ
• 02/2020 → 03/2020
  Kelly Services
  Nashville, TN
• 09/2019 → 11/2019
  Apex Systems
  Nashville, TN
• 03/2016 → 07/2019
  Kroger
  Nashville, TN
• 09/2022 → Present
  Fidelity Investments
  Phoenix, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2022-11-14
• S63 Uniform Securities Agent State Law Examination
  2021-07-27

Other Names

• Richie Walters
• Rich Walters
• Rich Walters
• Richie Walters
• Richard Walters
• Richard L Walters
• Richard Walters
• Richard Lee Walters
• Richie Lee Walters
• Richie Lee Walters
• Richard Walters
• Richard Lee Walters