Travis C Troxtell

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

• 01/2013 → Present
  Fidelity Brokerage Services, Llc
  Westlake, TX
• 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
  Pagosa Springs, CO
• 2016-01-13 → 2018-07-13
  Strategic Advisers Llc
  Durham, NC
  Westlake, TX

Other Businesses

OBA-115258|OrgNmn:Restoration Fellowship|Org Addr:Pagosa Spr,Colorado,US|OBA Nature:Church|Invst Rel:Y|Title:Administration Team Member|Duties:I have been asked by my church to be a member of the Adminstration team. Duties involve day-to-day operation of the church, facilities managem|StrtDt:12-19-24|TotHrs/mon:6|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2015-12-28
• S63 Uniform Securities Agent State Law Examination
  2013-04-19

Other Names

• Travis Christopher Troxtell