Tatum Campbell

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

• 07/2018 → 02/2021
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 05/2017 → 07/2017
  The Westin Kierland Resort & Spa
  Scottsdale, AZ
• 03/2017 → 11/2017
  Pasco Kitchen And Lounge
  Tucson, AZ
• 01/2015 → 05/2018
  The University Of Arizona
  Tucson, AZ
• 06/2021 → 03/2022
  Exp Realty
  Scottsdale, AZ
• 02/2021 → 06/2021
  Caregiving
  Scottsdale, AZ
• 04/2022 → Present
  Fidelity Investments
  Scottsdale, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2020-10-05 → 2021-03-12
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

OBA-67862|OrgNmn:Olive the Golden|Org Addr:Rancho Mis,California,US|OBA Nature:Dog gets brand sponsors to pro|Invst Rel:N|Title:Independent Contractor|Duties:posting videos and photos of dog using or promoting certain brands products |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-67861|OrgNmn:Tatum Campbell eXp Realty|Org Addr:Scottsdale,Arizona,US|OBA Nature:Real Estate Agent|Invst Rel:Y|Title:Independent Contractor|Duties:Assisting clients in selling and buying homes and property|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-09-23
• S63 Uniform Securities Agent State Law Examination
  2018-10-26

Other Names

• Tatum Mae Campbell
• Tatum Campbell