Yuna Frances Larue

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 → 09/2021
  Ameriprise Financial Services, Llc
  North Haven, CT
• 06/2020 → Present
  Solomon Admissions Consulting Llc.
  New York, NY
• 05/2013 → 05/2017
  Amherst College
  Amherst, MA
• 06/2017 → 08/2017
  Schooner Summer Camp
  New Haven, CT
• 08/2017 → 06/2018
  Phillips Exeter Academy
  Exeter, NH
• 06/2018 → 03/2019
  Unemployed
  North Haven, CT
• 03/2019 → 09/2019
  Post University
  Waterbury, CT
• 09/2021 → Present
  Fidelity Investments
  New Haven, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New Haven, CT
• 2020-12-04 → 2021-09-20
  Ameriprise Financial Services, Llc
  North Haven, CT

Exams

• S66 Uniform Combined State Law Examination
  2020-11-14

Designations

• Certified Financial Planner

Other Names

• Yuna Frances Evans