Colby Hann Fugate

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

• 08/2016 → 01/2017
  Tql
  Lexington, KY
• 01/2017 → 05/2017
  Unemployed
  Garner, KY
• 05/2017 → 05/2017
  Concentrix Services
  Garner, KY
• 08/2017 → 01/2018
  Knott County Schools
  Hindman, KY
• 02/2018 → 12/2018
  Lowes
  Hazard, KY
• 02/2019 → 06/2021
  Soar
  Hazard, KY
• 06/2021 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-17
• S63 Uniform Securities Agent State Law Examination
  2020-12-30

Other Names

• Colby Hann Bates Fugate
• Colby Fugate