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Adelynn Larue

Strategic Advisers LLC

Phoenix, AZ

Scottsdale, AZ

CRD 7193587

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

Branch Locations

Phoenix, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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
Deanos Grill & Tapworks Wichita KS 10/2013 03/2018
Kathy Brace, Cpm Wichita KS 03/2017 04/2018
Veritude Chandler AZ 08/2018 10/2019
Fidelity Investments Chandler AZ 10/2019 Present
Not Employed Phoenix AZ 04/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 10/2013 → 03/2018
    Deanos Grill & Tapworks
    Wichita, KS
  • 03/2017 → 04/2018
    Kathy Brace, Cpm
    Wichita, KS
  • 08/2018 → 10/2019
    Veritude
    Chandler, AZ
  • 10/2019 → Present
    Fidelity Investments
    Chandler, AZ
  • 04/2018 → 08/2018
    Not Employed
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-06
S63 Uniform Securities Agent State Law Examination 2020-12-17
  • S66 Uniform Combined State Law Examination
    2022-04-06
  • S63 Uniform Securities Agent State Law Examination
    2020-12-17
Other Names
  • Adelynn Joy Moser
  • Adelynn Moser

View on SEC IAPD

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