Edward C Freese

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

• 06/2004 → Present
  Fidelity Brokerage Services, Llc
  Tysons Corner, VA
• 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
  Tysons Corner, VA
  Annapolis, MD
  Laurel, MD
• 2004-07-16 → 2018-07-13
  Strategic Advisers Llc
  Reston, VA
  Bethesda, MD
  Tysons Corner, VA
  Annapolis, MD
• 2003-06-05 → 2004-01-27
  Fisher Investments
  Ellicott City, MD
• 2001-01-01 → 2003-06-04
  Strategic Advisers Llc
  Bethesda, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-06
• S63 Uniform Securities Agent State Law Examination
  1996-02-08

Other Names

• Edward C Freese
• Edward Carl Freese