Maclan Yavuz

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

• 04/2021 → Present
  Fidelity Investments
  Palo Alto, CA
• 06/2019 → 04/2021
  New York Life Insurance Company
  New York, NY
• 08/2012 → 12/2019
  European Wax Center
  Sunnyvale, CA
• 06/2016 → 04/2021
  In-Home Support Service
  San Jose, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Palo Alto, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-05-18
• S63 Uniform Securities Agent State Law Examination
  2022-03-21

Other Names

• Maclan Vi Nguyen
• Maclan Vi Yavuz