Vanessa Taleen Lorden

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

• 05/2023 → 03/2024
  Boston University School Of Medicine
  Boston, MA
• 08/2020 → 05/2024
  Boston College
  Chestnut Hill, MA
• 12/2018 → 07/2019
  Coffee Break Cafe
  Quincy, MA
• 09/2016 → 06/2020
  Milton High School
  Milton, MA
• 06/2022 → 08/2022
  Triple Sharp Venture Engineering Llc
  Topsfield, MA
• 06/2020 → 09/2020
  Town Of Milton
  Milton, MA
• 11/2022 → 01/2026
  Eagles Realty
  Charlestown, MA
• 06/2022 → 08/2022
  Lower Mills Tavern
  Dorchester, MA
• 08/2021 → 05/2024
  Boston College
  Chestnut Hill, MA
• 06/2022 → 09/2022
  Town Of Milton
  Milton, MA
• 06/2021 → 08/2021
  Neurodex
  Natick, MA
• 01/2026 → Present
  Fidelity Investments
  Smithfield, RI
• 09/2024 → 01/2026
  Nasuni
  Boston, MA
• 08/2013 → 09/2016
  Pierce Middle School
  Milton, MA

Other Businesses

OBA-126789|OrgNmn:Eagles Realty LLC|Org Addr:Charlestow,Massachuse,US|OBA Nature:Real Estate Company|Invst Rel:Y|Title:Independent Contractor|Duties:refer potential clients, conduct property tours, |StrtDt:11-01-23|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-05-06

Other Names

• Vanessa Lorden