Stephane Johnston

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

• 01/2016 → 07/2020
  Bancwest Investment Services
  Palo Alto, CA
• 01/2016 → 07/2020
  Bank Of The West
  Palo Alto, CA
• 08/2020 → Present
  Fidelity Brokerage Services Llc
  Dublin, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-10-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Dublin, CA
• 2016-01-14 → 2020-08-10
  Bancwest Investment Services, Inc.
  Palo Alto, CA
  San Francisco, CA
  Burlingame, CA
  San Mateo, CA
  Redwood City, CA
  New York, NY
• 2014-08-19 → 2016-01-15
  Fisher Investments
  San Mateo, CA
  Plano, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-04-27
• S65 Uniform Investment Adviser Law Examination
  2014-08-19