Sebastian Swanson

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

• 05/2013 → 03/2017
  City Electric Supply
  Henderson, NV
• 08/2013 → 05/2018
  University Of Nevada Las Vegas
  Las Vegas, NV
• 05/2018 → 07/2020
  Guardian Life Insurance Company Of America
  Las Vegas, NV
• 04/2019 → 07/2020
  Park Avenue Securities
  Las Vegas, NV
• 07/2020 → 05/2022
  Charles Schwab & Co., Inc.
  Westlake, TX
• 05/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-07-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2020-07-30 → 2022-05-10
  Charles Schwab & Co., Inc.
  Westlake, TX
• 2020-06-12 → 2020-07-06
  Park Avenue Securities Llc
  Las Vegas, NV

Exams

• S66 Uniform Combined State Law Examination
  2020-05-11

Other Names

• Sebastian Swanson
• Sebastian Lee Swanson