Laurie A. Bouthillette

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

• 05/2011 → Present
  Fidelity Investments
  Merrimack, NH
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA

Previous Registrations

• 2018-07-13 → 2024-05-07
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2013-07-11 → 2018-07-13
  Strategic Advisers Llc
  Merrimack, NH

Other Businesses

OBA-3759|OrgNmn:Hitching Post Farm|Org Addr:Mont Verno,New Hampsh,US|OBA Nature:Small "farmette" selling chick|Invst Rel:N|Title:Owner|Duties:Facilitate the sale of eggs to family and friends|StrtDt:06-27-13|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2013-06-19
• S63 Uniform Securities Agent State Law Examination
  1995-09-12

Other Names

• Laurie Ann Eaton
• Laurie Ann Eatonmitchell
• Laurie Ann Bouthillette