Stephanie M Muhl

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

• 03/2016 → Present
  Fidelity Brokerage Services Llc
  Towson, MD
• 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
  Smithfield, RI
  Fallston, MD
• 2016-06-24 → 2018-07-13
  Strategic Advisers Llc
  Towson, MD

Other Businesses

OBA-6503|OrgNmn:Hunt Valley Truck and Trailer|Org Addr:Cockeysvil,Maryland,US|OBA Nature:Mechanical Repair|Invst Rel:N|Title:Office Assistant|Duties:Periodic Ad-hoc Administrative support for family business, non-owner|StrtDt:10-01-15|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-10
• S63 Uniform Securities Agent State Law Examination
  2011-12-01

Other Names

• Stephanie Marie Moore
• Stephanie Marie Richardson