James M. Liddell

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

• 09/1993 → Present
  Fidelity Brokerage Services, Inc.
  Hartford, CT
• 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
  Fairfield, CT
  West Hartford, CT
• 1997-05-06 → 2018-07-13
  Strategic Advisers Llc
  West Hartford, CT
  Hartford, CT
  Fairfield, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-06
• S63 Uniform Securities Agent State Law Examination
  1993-10-28

Other Names

• James Michael Liddell