Miller Cassandra Malone

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

• 09/2021 → Present
  Fidelity Investments
  Greenwood Village, CO
• 05/2019 → 09/2021
  Hapa Sushi Grill & Sake Bar
  Boulder, CO
• 08/2017 → 05/2021
  University Of Colorado Boulder
  Boulder, CO
• 02/2018 → 12/2019
  Univeristy Memorial Center
  Boulder, CO
• 05/2018 → 08/2018
  Temple Hills Country Club
  Nashville, TN
• 08/2013 → 05/2017
  Franklin Road Academy
  Nashville, TN
• 11/2016 → 05/2017
  Taco Bell
  Nashville, TN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Other Businesses

OBA-110200|OrgNmn:Social Media - Tik tok - Instagram |Org Addr:Denver,Colorado,US|OBA Nature:Social Meida Influencing |Invst Rel:N|Title:Infleuncer |Duties:No duties - in charge of my own content and posting |StrtDt:|TotHrs/mon:7|TrdHrs/mon:0|OBA-62805|OrgNmn:DoorDash|Org Addr:Denver,Colorado,US|OBA Nature:On-demand Food delivery|Invst Rel:N|Title:Dasher|Duties:Pick up shifts whenever|StrtDt:09-21-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-04-12