Scottie B Ringer

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

• 09/2013 → 04/2021
  Lincoln Investment Planning
  Atlanta, GA
• 04/2021 → Present
  Fidelity Investments
  Atlanta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Douglasville, GA
• 2013-09-23 → 2021-04-23
  Lincoln Investment
  Atlanta, GA
  Douglasville, GA
  Douglasville, GA
  Douglasville, GA
• 2011-06-01 → 2013-07-03
  Valic Financial Advisors, Inc.
  Atlanta, GA
• 2010-07-13 → 2011-02-24
  Questar Asset Management, Inc.
  Minneapolis, MN
• 2006-01-18 → 2009-11-02
  Truist Investment Services, Inc.
  Austell, GA
  Marietta, GA
  Marietta, GA
  Marietta, GA
  Smyrna, GA
  Powder Springs, GA
  Marietta, GA
  Kennesaw, GA
  Kennesaw, GA
  Marietta, GA
  Marietta, GA
  Atlanta, GA
  Marietta, GA
• 2000-12-11 → 2005-12-15
  Banc Of America Investment Services, Inc.
  Washington, DC

Other Businesses

OBA-60739|OrgNmn:Lyft|Org Addr:Douglasvil,Georgia,US|OBA Nature:Ride Share|Invst Rel:N|Title:Independent Contractor|Duties:Ride Share Service|StrtDt:07-02-21|TotHrs/mon:10|TrdHrs/mon:0|OBA-60737|OrgNmn:UBER|Org Addr:Douglasvil,Georgia,US|OBA Nature:Driving people around|Invst Rel:N|Title:Independent Contractor|Duties:Driving people around|StrtDt:07-02-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-27
• S63 Uniform Securities Agent State Law Examination
  1993-10-13

Other Names

• Scottie Bernell Ringer