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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Midvale, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Pittsburgh PA 02/2016 06/2018
Pnc Investments Pittsburgh PA 06/2018 03/2020
Aquire Wealth Advisors, Llc Dba Dentist Advisors South Jordan UT 03/2020 07/2021
Fidelity Investments Salt Lake City UT 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 06/2018
    Pnc Investments
    Pittsburgh, PA
  • 06/2018 → 03/2020
    Pnc Investments
    Pittsburgh, PA
  • 03/2020 → 07/2021
    Aquire Wealth Advisors, Llc Dba Dentist Advisors
    South Jordan, UT
  • 08/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2020-04-16 → 2021-07-15
    Salt Lake City, UT
  • 2016-03-15 → 2020-03-12
    Pittsburgh, PA
    Zion, IL
    Gurnee, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-05
  • S66 Uniform Combined State Law Examination
    2008-11-05
Other Names
  • Kristen Anne Ehringer
  • Kristen Ehringer

View on SEC IAPD

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