Bridget Pucel

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

• 07/2019 → 08/2019
  Fidelity Investments
  Brookfield, WI
• 01/2020 → 05/2020
  Wipfli Financial Advisors
  Milwaukee, WI
• 08/2014 → 01/2018
  Lowlands Group
  Wauwatosa, WI
• 08/2019 → 05/2021
  University Of Wisconsin Madison
  Madison, WI
• 05/2018 → 08/2020
  Colectivo Coffee Roasters
  Wauwatosa, WI
• 08/2003 → 05/2021
  Education
  Wauwatosa, WI
• 06/2020 → 08/2020
  Bluemound Golf And Country Club
  Wauwatosa, WI
• 06/2021 → Present
  Fidelity Investments
  Brookfield, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Brookfield, WI

Exams

• S66 Uniform Combined State Law Examination
  2021-10-06

Designations

• Certified Financial Planner

Other Names

• Bridget Bernadette Obligato
• Bridget Obligato
• Bridget Bernadette Pucel