Todd M Gaertner

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

• 03/2007 → Present
  Fidelity Investments
  Raleigh, NC
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  New Hill, NC
  Durham, NC
• 2010-08-27 → 2018-07-13
  Strategic Advisers Llc
  Durham, NC
• 2005-06-22 → 2006-06-27
  Citigroup Global Markets Inc.
  Tampa, FL
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-04-29
• S66 Uniform Combined State Law Examination
  2005-03-14
• S63 Uniform Securities Agent State Law Examination
  1993-12-21

Other Names

• Todd Matthew Gaertner