Jeffrey Brimmer Tito

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

• 03/2022 → Present
  Fidelity Investments
  Alexandria, VA
• 08/2015 → 12/2021
  Wvu
  Morgantown, WV
• 08/2016 → 08/2019
  Mountaineer Nutrition Llc
  Morgantown, WV
• 04/2018 → 08/2018
  Labcah Nutrition Llc
  Raleigh, NC
• 01/2021 → 02/2022
  Equitable Advisors
  Falls Church, VA
• 01/2017 → 01/2019
  Lux
  Morgantown, WV
• 06/2019 → 08/2019
  Almost Heaven Bar And Grill
  Morgantown, WV
• 08/2019 → 06/2020
  The Annex
  Morgantown, WV
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Alexandria, VA

Exams

• S66 Uniform Combined State Law Examination
  2022-06-27

Other Names

• Jeffrey Tito