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

Branch Locations

Charlottesville, VA • United States

11114 West Broad St, Glen Allen, VA 23060-5813 • United States

Charlottesville, VA • United States

11114 West Broad St, Glen Allen, VA 23060-5813 • 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
Kendra Scott Charlottesville VA 12/2018 08/2019
Prince Michel Winery Charlottesville VA 08/2018 12/2018
Cuff Daddy, Llc North Potomac MD 08/2014 08/2018
Gettysburg College Gettysburg PA 08/2013 05/2017
Csaac Montgomery Village MD 03/2018 06/2018
Tempsplus Inc Ashburn VA 10/2017 07/2018
Gettysburg College Psychology Department Gettysburg PA 08/2015 05/2017
Gettysburg College Psychology Department Gettysburg PA 07/2017 07/2018
Fidelity Brokerage Services Llc Glen Allen VA 09/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2018 → 08/2019
    Kendra Scott
    Charlottesville, VA
  • 08/2018 → 12/2018
    Prince Michel Winery
    Charlottesville, VA
  • 08/2014 → 08/2018
    Cuff Daddy, Llc
    North Potomac, MD
  • 08/2013 → 05/2017
    Gettysburg College
    Gettysburg, PA
  • 03/2018 → 06/2018
    Csaac
    Montgomery Village, MD
  • 10/2017 → 07/2018
    Tempsplus Inc
    Ashburn, VA
  • 08/2015 → 05/2017
    Gettysburg College Psychology Department
    Gettysburg, PA
  • 07/2017 → 07/2018
    Gettysburg College Psychology Department
    Gettysburg, PA
  • 09/2019 → Present
    Fidelity Brokerage Services Llc
    Glen Allen, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Glen Allen, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-17
  • S66 Uniform Combined State Law Examination
    2020-03-17
Designations
  • Certified Financial Planner
Other Names
  • Miranda Jade Fennel
  • Miranda Jade Annoreno

View on SEC IAPD

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