Courtney J Galinger

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

• 09/2012 → Present
  Fidelity Brokerage Services, Llc
  Covington, KY
• 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
  Cincinnati, OH
  Cincinnati, OH
• 2012-11-07 → 2018-07-13
  Strategic Advisers Llc
  Covington, KY
• 2011-04-20 → 2012-09-14
  Chase Investment Services Corp.
  Cincinnati, OH
• 2001-11-21 → 2009-09-17
  Strategic Advisers Llc
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2001-11-08
• S63 Uniform Securities Agent State Law Examination
  1998-12-07

Other Names

• Courtney Jean Hancock
• Courtney Jean Galinger