Tori Rymer

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

• 02/2016 → Present
  Fidelity Brokerage Services Llc
  Shrewsbury, NJ
• 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
  Long Branch, NJ
  Shrewsbury, NJ
• 2017-01-05 → 2018-07-13
  Strategic Advisers Llc
  Shrewsbury, NJ
• 2015-10-22 → 2016-02-08
  Lpl Financial Llc
  Manasquan, NJ

Other Businesses

OBA-62872|OrgNmn:To Doo Craft Co|Org Addr:Tinton Fal,New Jersey,US|OBA Nature:Crafting, personalized apparel|Invst Rel:N|Title:Crafter|Duties:hands-on crafting apparel, etc.. |StrtDt:09-21-21|TotHrs/mon:20|TrdHrs/mon:0|OBA-10420|OrgNmn:Long Branch Poultry Farm|Org Addr:Long Branc,New Jersey,US|OBA Nature:Food Service|Invst Rel:N|Title:No Title|Duties:help on holidays with preparation of orders|StrtDt:02-03-16|TotHrs/mon:6|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2015-10-19

Other Names

• Tori Ann Rymer