Tristan Jeffreys

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

• 07/2024 → 12/2024
  Beacon Shipping Logistics
  Warwick, RI
• 01/2025 → 06/2025
  Beacon Design
  Lincoln, RI
• 08/2015 → 12/2016
  Aspen Fitness Center
  Heath, OH
• 06/2025 → 07/2025
  Davenport'S Bar And Grille
  East Providence, RI
• 11/2021 → 03/2022
  Outback Steakhouse
  Somerville, MA
• 03/2022 → 11/2022
  Shipwell Logistics
  Austin, TX
• 05/2017 → 08/2017
  Denison University Bookstore
  Granville, OH
• 11/2023 → 06/2024
  Unemployed
  Rumford, RI
• 12/2017 → 05/2018
  Uberburger Restuarant
  Granville, OH
• 11/2022 → 11/2023
  Stride Funding
  Boston, MA
• 08/2013 → 05/2018
  Denison University
  Granville, OH
• 07/2019 → 10/2021
  Traffic Audit & Bureau Services
  Chelsea, MA
• 06/2018 → 07/2019
  Total Quality Logistics
  Boston, MA
• 08/2025 → Present
  Fidelity Investments
  Smithfield, RI
• 06/2024 → 07/2024
  Hub Parkour Training Center
  Norwood, MA
• 03/2021 → 08/2025
  Uber Technologies
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-12-18

Other Names

• Tristan Jeffreys
• Tristan Moore Jeffreys