Beatty Wolverton

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

• 06/2018 → 05/2019
  Tallahassee Community College
  Tallahassee, FL
• 08/2024 → Present
  Fidelity Investments
  Jacksonville, FL
• 08/2017 → 05/2018
  University Of Mississippi
  Oxford, MS
• 08/2021 → 12/2021
  Kemper Sports
  Fl, FL
• 08/2015 → 07/2017
  Atomik Carbon
  Fl, FL
• 08/2014 → 05/2017
  Newsome High School
  Lithia, FL
• 01/2022 → 07/2024
  Magellan Transport Logistics
  Fl, FL
• 08/2018 → 08/2021
  Great Bicycle Shop
  Fl, FL
• 08/2019 → 07/2021
  Florida State University
  Tallahassee, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-11-20

Other Names

• Beatty Wolverton
• Beatty S Wolverton