Madeline Hasson

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
  Boston, MA
• 01/2021 → 09/2021
  Pear Therapeutics
  Boston, MA
• 09/2020 → 09/2021
  Griffith College Dublin
  Dublin
• 06/2020 → 08/2020
  Malone
  Portland, ME
• 08/2016 → 05/2020
  Bowdoin College
  Brunswick, ME
• 05/2019 → 08/2019
  Mainehealth
  Portland, ME
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2022-07-15
• S63 Uniform Securities Agent State Law Examination
  2022-01-14

Designations

• Certified Financial Planner

Other Names

• Madeline Sarah Hasson