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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States

Delray Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mott Community Center Fairfax VA 06/2015 01/2017
Boys And Girls Club Of The Midlands Columbia SC 02/2018 04/2018
Ee Reed Construction Fairfax VA 05/2018 08/2018
Dumbarton Investments Fairfax VA 11/2017 01/2018
University Of South Carolina Columbia SC 08/2014 05/2018
The Vanguard Group, Inc Charlotte NC 09/2018 01/2021
Fidelity Investments Ft. Lauderdale FL 01/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 01/2017
    Mott Community Center
    Fairfax, VA
  • 02/2018 → 04/2018
    Boys And Girls Club Of The Midlands
    Columbia, SC
  • 05/2018 → 08/2018
    Ee Reed Construction
    Fairfax, VA
  • 11/2017 → 01/2018
    Dumbarton Investments
    Fairfax, VA
  • 08/2014 → 05/2018
    University Of South Carolina
    Columbia, SC
  • 09/2018 → 01/2021
    The Vanguard Group, Inc
    Charlotte, NC
  • 01/2021 → Present
    Fidelity Investments
    Ft. Lauderdale, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ft. Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-14
S63 Uniform Securities Agent State Law Examination 2018-10-31
  • S66 Uniform Combined State Law Examination
    2021-04-14
  • S63 Uniform Securities Agent State Law Examination
    2018-10-31
Other Names
  • Ryan Evangelo Fanady
  • Ryan Fanady
  • Ryan Evangelo Fanady

View on SEC IAPD

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