Catherine Olender Neijstrom

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

• 09/2025 → Present
  Fidelity Investments
  Boston, MA
• 11/2018 → 08/2025
  Gilmore Rees & Carlson, Pc
  Wellesley, MA
• 11/2006 → 11/2018
  Tyler & Reynolds, Pc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2026-05-27

Other Names

• Catherine Ann Olender
• Catherine Neijstrom