Adam Litzau

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

• 07/2019 → 02/2020
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 02/2020 → 06/2021
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 02/2020 → 06/2020
  Digital Intelligence Systems Llc
  Mclean, VA
• 10/2018 → 04/2019
  Mueller Prost
  Clayton, MO
• 05/2018 → 10/2018
  Massmutual - Synergy Wealth Solutions
  Chesterfield, MO
• 11/2017 → 04/2018
  Commerce Bank
  Fenton, MO
• 10/2016 → 11/2017
  First State Community Bank
  Imperial, MO
• 06/2016 → 10/2016
  Papa Johns
  Arnold, MO
• 07/2021 → 03/2022
  Citigroup
  O'FAllon, MO
• 03/2022 → Present
  Fidelity Investments
  St. Louis, MO
• 03/2017 → 04/2017
  Walgreens
  Arnold, MO
• 08/2016 → 08/2019
  University Of Missouri - St. Louis
  St. Louis, MO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  St. Louis, MO
• 2021-11-02 → 2022-03-16
  Citigroup Global Markets Inc.
  O'FAllon, MO
  O'FAllon, MO
• 2020-06-23 → 2021-07-08
  Wells Fargo Clearing Services, Llc
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2020-06-23

Other Names

• Adam Litzau
• Adam Christopher Litzau