Adam Drummond

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

• 05/2024 → 08/2024
  Amwins Group, Inc.
  Westborough, MA
• 06/2025 → Present
  Fidelity Investments
  Smithfield, RI
• 06/2015 → 06/2020
  Middle School
  North Attleboro, MA
• 05/2021 → 08/2021
  Hockomock Area Ymca
  North Attleboro, MA
• 08/2021 → 05/2022
  Umass Amherst
  Amherst, MA
• 08/2022 → 06/2023
  Umass Amherst
  Amherst, MA
• 08/2023 → 05/2024
  Umass Amherst
  Amherst, MA
• 07/2020 → 08/2020
  North Attleboro Park And Recreation Department
  North Attleboro, MA
• 06/2020 → 07/2020
  United Parcel Service, Inc.
  Warwick, RI
• 12/2024 → 02/2025
  Doordash, Inc.
  San Francisco, CA
• 08/2024 → 12/2024
  Umass Amherst
  Amherst, MA
• 06/2023 → 08/2023
  Patriot Relocation Services, Inc.
  Foxboro, MA
• 08/2020 → 05/2021
  Bishop Feehan
  Attleboro, MA
• 02/2025 → 06/2025
  Umass Amherst
  Amherst, MA
• 05/2022 → 08/2022
  North Attleboro Park And Recreation Department
  North Attleboro, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-10-10