Jeffrey T. Fitch

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

• 08/2013 → 01/2021
  Tdameritrade, Inc.
  Charlotte, NC
• 03/2021 → Present
  Fidelity Investments
  Charlotte, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-04-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Charlotte, NC
• 2013-08-13 → 2021-01-11
  Td Ameritrade, Inc.
  Charlotte, NC
• 2013-08-13 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Charlotte, NC
• 2009-07-31 → 2013-08-20
  Equitable Advisors, Llc
  Charlotte, NC

Other Businesses

OBA-18548|OrgNmn:Laura's Bedside Manor, Inc.|Org Addr:Charlotte,North Caro,US|OBA Nature:Bedding , Bath and home access|Invst Rel:N|Title:Owner - Silent Partner with my wi|Duties:Silent Partner|StrtDt:07-01-94|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2009-07-30

Other Names

• Jeffrey Fitch
• Jeffrey Thomas Fitch