Ryan Walstatter

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

• 08/2010 → 01/2018
  Raymond James & Associates, Inc
  St. Petersbug, FL
• 01/2018 → 08/2018
  Raymond James Financial Services, Inc
  St. Petersburg, FL
• 11/2019 → 09/2021
  Jpmorgan Chase Bank, N.A.
  Palm Harbor, FL
• 12/2019 → 09/2021
  J.P. Morgan Securities Llc
  Palm Harbor, FL
• 08/2018 → 09/2019
  Community Brands
  St. Petersburg, FL
• 10/2019 → 10/2019
  Unemployed
  Odessa, FL
• 10/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Odessa, FL
  Merrimack, NH
  Odessa, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-02-22

Other Names

• Ryan Alexander Walstatter
• Ryan Walstatter