Adam Massey

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

• 01/2014 → 09/2021
  Wells Fargo Bank, Na
  Walnut Creek, CA
• 09/2018 → 09/2021
  Wells Fargo Clearing Services Llc
  Walnut Creek, CA
• 02/2022 → Present
  Fidelity Investments
  Antioch, CA
• 09/2021 → 02/2022
  Unemployed
  Antioch, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Antioch, CA
• 2021-05-14 → 2021-09-24
  Wells Fargo Clearing Services, Llc
  Antioch, CA
  Walnut Creek, CA
  Walnut Creek, CA
  Pleasant Hill, CA

Other Businesses

OBA-66395|OrgNmn:Adam Massey Photography Limited Liability Company|Org Addr:Antioch,California,US|OBA Nature:Photography Services|Invst Rel:N|Title:Independent Contractor|Duties:Provide Photography Services / Sell Photos|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-05-14
• S63 Uniform Securities Agent State Law Examination
  2019-02-14