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Ryan Thomas Campbell

Strategic Advisers LLC

Alta Loma, CA

CRD 7140938

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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
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Alta Loma, CA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 06/2019 02/2022
Bank Of America, N.A. Pasadena CA 06/2019 02/2022
Chipotle Mexican Grill Arcadia CA 03/2013 06/2017
Pet Food Express Pasadena CA 06/2017 03/2018
Fun Company Azuza CA 03/2018 06/2018
Excalibur Enterprises Glendale CA 06/2018 12/2018
Wireless Advocates Culver City CA 12/2018 06/2019
Php Agency Montebello CA 12/2018 04/2019
Adecco Employment West Covina CA 04/2019 05/2019
Lkq Monrovia CA 05/2019 06/2019
Fidelity Investments Arcadia CA 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 02/2022
    Pasadena, CA
  • 06/2019 → 02/2022
    Bank Of America, N.A.
    Pasadena, CA
  • 03/2013 → 06/2017
    Chipotle Mexican Grill
    Arcadia, CA
  • 06/2017 → 03/2018
    Pet Food Express
    Pasadena, CA
  • 03/2018 → 06/2018
    Fun Company
    Azuza, CA
  • 06/2018 → 12/2018
    Excalibur Enterprises
    Glendale, CA
  • 12/2018 → 06/2019
    Wireless Advocates
    Culver City, CA
  • 12/2018 → 04/2019
    Php Agency
    Montebello, CA
  • 04/2019 → 05/2019
    Adecco Employment
    West Covina, CA
  • 05/2019 → 06/2019
    Lkq
    Monrovia, CA
  • 03/2022 → Present
    Fidelity Investments
    Arcadia, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alta Loma, CA
  • 2020-10-19 → 2022-03-01
    Pasadena, CA
    Pasadena, CA
    Pasadena, CA
    New York, NY
    Sierra Madre, CA
    Glendale, CA
    Glendale, CA
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-17
  • S66 Uniform Combined State Law Examination
    2020-10-17
Other Names
  • Ryan Campbell
  • Ryan Thomas Campbell
  • Ryan T Campbell

View on SEC IAPD

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