Steven Purdy

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

• 10/2003 → 08/2021
  Marymount Manhattan College
  New York, NY
• 08/2021 → 12/2021
  Broadway Method Academy
  Fairfield, CT
• 08/2018 → 05/2019
  Western Carolina University
  Cullowhee, NC
• 09/2020 → 05/2021
  Western Connecticut State University
  Danbury, CT
• 09/2017 → 12/2021
  Rider University
  Lawrenceville, NJ
• 09/2019 → 10/2019
  Flat Rock Playhouse
  Flat Rock, NC
• 05/2017 → 12/2021
  The Growing Studio
  New York, NY
• 09/2021 → 01/2022
  Equitable Advisors, Llc
  New York, NY
• 01/2022 → 12/2022
  Ameriprise Financial Services Llc
  New York, NY
• 01/2023 → Present
  Fidelity Investments
  Stamford, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Stamford, CT
• 2022-03-04 → 2022-11-30
  Ameriprise Financial Services, Llc
  New York, NY

Other Businesses

OBA-132694|OrgNmn:Simsbury Summer Theatre for Youth|Org Addr:Simsbury,Connecticu,US|OBA Nature:Education|Invst Rel:N|Title:Teacher|Duties:Teacher |StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-110410|OrgNmn:The Broadway League|Org Addr:New York,New York,US|OBA Nature:Theatrical Productions|Invst Rel:N|Title:Independent Contractor|Duties:Teaching |StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-110411|OrgNmn:Musicals at Richter|Org Addr:Danbury,Connecticu,US|OBA Nature:Theatrical Productions|Invst Rel:N|Title:Independent Contractor|Duties:Musician|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|OBA-94917|OrgNmn:Broadway Method Academy|Org Addr:Fairfield,Connecticu,US|OBA Nature:Theatre School|Invst Rel:N|Title:Independent Contractor|Duties:Teaching Artist|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|OBA-94918|OrgNmn:Westminster College or Rider University|Org Addr:Lawrencevi,New Jersey,US|OBA Nature:Private University|Invst Rel:N|Title:Adjunct Professor|Duties:Teaching One Online Class Per Year|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|OBA-111804|OrgNmn:Curtain Call|Org Addr:Stamford,Connecticu,US|OBA Nature:Theatre|Invst Rel:N|Title:Independent Contractor|Duties:Musician |StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-03-04
• S63 Uniform Securities Agent State Law Examination
  1996-10-02

Other Names

• Stephen Purdy
• Stephen Purdy
• Steven Ramsey Purdy