Kristal Sizemore

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

• 05/2016 → 10/2017
  Scottrade
  Kennesaw, GA
• 10/2017 → 05/2021
  Jp Morgan Securities, Llc
  Marietta, GA
• 01/2017 → 10/2017
  Scottrade Investment Management
  Kennesaw, GA
• 12/2017 → 06/2021
  Sloe', Llc.
  Theodore, AL
• 06/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Powder Springs, GA
• 2017-10-23 → 2021-05-26
  J.P. Morgan Securities Llc
  Decatur, GA
  Suwanee, GA
  Douglasville, GA
  Lithia Springs, GA
  Marietta, GA
  Marietta, GA
  Powder Springs, GA
  Hiram, GA
  Douglasville, GA
  Lithia Springs, GA
  Douglasville, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Douglasville, GA
  East Point, GA
• 2017-05-19 → 2017-10-20
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-02-06
• S63 Uniform Securities Agent State Law Examination
  2009-10-12

Other Names

• Kristal Ann Crawford
• Kristal Ann Crawford
• Kristal Ann Sizemore
• Kristal A Sizemore