Cody A. Coombe

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

• 08/2014 → 05/2018
  College Of The Ozarks
  Point Lookout, MO
• 09/2015 → 04/2017
  Reserve Direct
  Branson, MO
• 06/2015 → 05/2018
  College Of The Ozarks (Workstudy)
  Point Lookout, MO
• 05/2017 → 04/2018
  Coxhealth Fitness Center
  Branson, MO
• 06/2018 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-01-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2019-12-20
• S63 Uniform Securities Agent State Law Examination
  2018-08-13

Other Names

• Cody Alan Coombe