Schuyler Lester Olson

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

• 06/2018 → 03/2019
  Edward Jones
  St Louis, MO
• 07/2016 → 06/2018
  Rauenhorst Recruiting Company
  Edina, MN
• 09/2019 → 10/2020
  Primerica Financial Services
  Lino Lake, MN
• 03/2020 → 10/2020
  Pfs Investments Inc.
  Lino Lakes, MN
• 06/2019 → 02/2020
  Pcl Construction
  Denver, CO
• 03/2019 → 06/2019
  World Flight Service
  Minneapolis, MN
• 11/2020 → 09/2022
  Equitable Advisors, Llc
  New York, NY
• 09/2022 → Present
  Fidelity Investments
  Oakdale, MN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Oakdale, MN
• 2020-11-05 → 2022-08-10
  Equitable Advisors, Llc
  Minneapolis, MN
• 2018-08-31 → 2019-03-14
  Edward Jones
  Minneapolis, MN
  St Louis, MO
  Minneapolis, MN
  Mendota Heights, MN

Exams

• S66 Uniform Combined State Law Examination
  2018-08-29

Other Names

• Schuyler Lester Olson
• Schuyler Olson