Lori White Richards

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

• 06/2019 → Present
  Fidelity Brokerage Services Llc
  Westlake, TX
• 11/2018 → 06/2019
  Fidelity Investments
  Westlake, TX
• 01/2013 → 01/2019
  The Rock Of Sports & Performing Arts
  Weatherford, TX
• 03/2025 → 03/2025
  Fidelity Investments
  Boston, MA
• 03/2025 → Present
  Strategic Advisers Llc
  Westlake, TX

Previous Registrations

• 2021-04-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Other Businesses

OBA-118109|OrgNmn:Texas Tough Gymnastics Invitational|Org Addr:Dallas,Texas,US|OBA Nature:Artistic Gymnastics|Invst Rel:N|Title:Event Coordinator|Duties:Event promotion, communication, scheduling, recordkeeping, scorekeeping|StrtDt:12-01-25|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-04-28
• S63 Uniform Securities Agent State Law Examination
  2019-09-06

Designations

• Certified Financial Planner

Other Names

• Lori White Richards
• Lori Richards