Liam Ohrvall

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 → Present
  Fidelity Investments
  Westlake, TX
• 08/2020 → 05/2021
  The Patten Group
  Chattanooga, TN
• 05/2018 → 08/2020
  Chatanooga Valet
  Chatanooga, TN
• 08/2018 → 01/2019
  Microlanguage
  Chatanooga, TN
• 05/2018 → 08/2018
  The Good Neighbor Center
  Clarkston, TN
• 09/2017 → 01/2018
  Fulton And Waite Scholars
  Chatanooga, TN
• 08/2017 → 05/2021
  Covenant College
  Lookout Mountain, GA
• 07/2017 → 08/2017
  Prarie View Golf Course
  Carmel, IN
• 06/2017 → 07/2017
  Unemployed
  Bedford, TX
• 02/2017 → 06/2017
  Wild Bill'S Westernwear
  Dallas, TX
• 01/2017 → 03/2017
  In-N-Out
  North Richland Hills, TX
• 01/2013 → 05/2017
  Highschool
  Watauga, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Other Businesses

OBA-119135|OrgNmn:Ishuca Adventure Rentals|Org Addr:fort worth,Texas,US|OBA Nature:van rental|Invst Rel:N|Title:Partner|Duties:Wash and clean vans|StrtDt:05-09-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-12-14

Other Names

• Liam Scott Ohrvall
• Liam Ohrvall