Tyler Akeakamai Trout

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

• 08/2018 → 05/2021
  University Of Maryland
  College Park, MD
• 05/2018 → 08/2018
  Columbia Association
  Columbia, MD
• 08/2014 → 06/2018
  Long Reach High School
  Columbia, MD
• 02/2017 → 08/2017
  Columbia Association
  Columbia, MD
• 09/2024 → Present
  Fidelity Investments
  Merrimack, NH
• 08/2022 → 11/2023
  Bank Of America, N.A.
  Hunt Valley, MD
• 11/2023 → 09/2024
  Bank Of America, N.A.
  Hanover, NH
• 06/2021 → 11/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 11/2023 → 09/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hanover, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-11-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2022-05-24 → 2024-09-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Hunt Valley, MD
  Hanover, NH

Exams

• S66 Uniform Combined State Law Examination
  2022-05-21

Other Names

• Tyler Akeakamai Trout
• Tyler Trout