John Taylor Macdonald

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

• 08/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 09/2018 → 08/2023
  Bryant University
  Smithfield, RI
• 12/2023 → 08/2024
  Capuli
  Westport, CT
• 01/2023 → 09/2023
  Hemenway'S
  Providence, RI
• 10/2023 → 11/2023
  Unemployed
  Milford, CT
• 08/2014 → 08/2018
  Westhill High School
  Stamford, CT
• 06/2021 → 08/2021
  Riko'S Pizza
  Norwalk, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Providence, RI
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2024-12-17

Other Names

• John T Macdonald
• John Macdonald