Miranda Edelia Winholt

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

• 07/2013 → Present
  Fidelity Brokerage Services, Llc
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-03-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Palo Alto, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-28
• S63 Uniform Securities Agent State Law Examination
  2011-11-29

Other Names

• Miranda E Winholt
• Miranda Edelia Winholt
• Miranda Edelia Freeman