Dylan Dalpedri

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

• 04/2015 → 06/2018
  The Woodlands Township
  The Woodlands, TX
• 06/2019 → 06/2022
  Papa John'S Pizza
  Montgomery, TX
• 06/2018 → 05/2024
  Marietta College
  Marietta, OH
• 02/2025 → 05/2025
  Pendle Hill Advisors
  Montgomery, TX
• 06/2022 → 07/2025
  Fajita Jack'S Tex-Mex Bar And Grill
  Montgomery, TX
• 08/2025 → Present
  Fidelity Investments
  Austin, TX

Previous Registrations

• 2025-02-07 → 2025-05-07
  Raymond James Financial Services Advisors, Inc
  Montgomery, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-11-19