Craig Fanning

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

• 10/2014 → 11/2016
  Harvestons Securities, Inc
  Greenwood Village, CO
• 08/2015 → 11/2016
  Alvarez And Marsal
  San Francisco, CA
• 10/2016 → 08/2020
  Farmers Financial Solutions
  Agoura, CA
• 10/2019 → 05/2020
  Patagonia
  Ventura, CA
• 08/2020 → 10/2020
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 05/2021 → 06/2021
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 11/2021 → 12/2022
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 07/2021 → 10/2021
  Unemployed
  Phoenix, AZ
• 09/2020 → 04/2021
  Unemployed
  Phoenix, AZ
• 02/2022 → Present
  Fidelity Investments
  Marble Falls, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Marble Falls, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-06-27
• S63 Uniform Securities Agent State Law Examination
  2011-08-26

Other Names

• Craig Matthew Fanning
• Craig M Fanning
• Craig Fanning