Ogden Douglas Hilliard

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

• 04/2016 → 11/2016
  Unemployed
  Lexington, KY
• 11/2016 → 11/2018
  Krm Wagering Llc/Red Mile Race Track
  Lexington, KY
• 12/2018 → 04/2019
  Vail Resorts
  Vail, CO
• 05/2019 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lexington, KY

Exams

• S66 Uniform Combined State Law Examination
  2023-09-12
• S63 Uniform Securities Agent State Law Examination
  2019-09-30

Other Names

• Ogden Douglas Hilliard
• Ogden D Hilliard