Jack Tubridy

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

• 10/2023 → Present
  Fidelity Investments
  Smithfield, RI
• 07/2023 → 10/2023
  Connstep
  Hartford, CT
• 08/2019 → 05/2023
  University Of Connecticut
  Storrs, CT
• 07/2022 → 08/2022
  Caxton Fx
  London
• 05/2021 → 09/2021
  Ct Financial Partners
  Glastonbury, CT
• 01/2021 → 02/2021
  Ct Financial Partners
  Glastonbury, CT
• 09/2015 → 06/2019
  East Granby High School
  East Granby, CT
• 07/2020 → 09/2020
  Domino'S Pizza
  East Granby, CT
• 04/2020 → 10/2023
  Instacart
  Hartford, CT
• 06/2018 → 08/2018
  Town Of Enfield
  Enfield, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2024-01-25