Quentin Price

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

• 09/2019 → 08/2020
  Edward Jones
  St Louis, MO
• 03/2012 → 09/2019
  Aon
  Lincolnshire, IL
• 09/2020 → 07/2021
  Alight Solutions
  Lincolnshire, IL
• 07/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lake Zurich, IL
• 2020-03-31 → 2020-08-28
  Edward Jones
  Lake Zurich, IL
  St Louis, MO
  Arlington Heights, IL
  Arlington Heights, IL

Other Businesses

OBA-94659|OrgNmn:Delivery Drivers Inc|Org Addr:Glendale H,Illinois,US|OBA Nature:Grocery Delivery|Invst Rel:N|Title:Independent Contractor|Duties:I drive to Walmart to pickup groceries that customers ordered, then I drop them off to the customers.|StrtDt:12-11-22|TotHrs/mon:40|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2020-01-07