Adam Thies

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

• 05/2018 → 03/2020
  Cavalier Baseball Club
  Overland Park, KS
• 08/2017 → 05/2019
  Emporia State University
  Emporia, KS
• 08/2015 → 05/2017
  Johnson County Community College
  Overland Park, KS
• 06/2017 → 08/2017
  Johnson County Community College
  Overland Park, KS
• 09/2019 → 03/2020
  Axa Advisors, Llc
  New York, NY
• 03/2020 → Present
  Fidelity Brokerage Services Llc
  Overland Park, KS
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Overland Park, KS
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-21
• S63 Uniform Securities Agent State Law Examination
  2019-12-23

Designations

• Certified Financial Planner