April R. Campbell

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

• 09/2014 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  The Woodlands, TX
• 06/2022 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Montgomery, TX
• 2014-09-19 → 2022-07-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  The Woodlands, TX
  Westlake Village, CA
  The Woodlands, TX
  The Woodlands, TX

Other Businesses

OBA-119652|OrgNmn:Bellago Community Improvement Association|Org Addr:Montgomery,Texas,US|OBA Nature:Homeowners association|Invst Rel:N|Title:Secretary|Duties:Quarterly meetings to discuss HOA violations and projects needed for the community|StrtDt:07-05-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2013-12-17

Other Names

• April Harvey
• April Herlihy
• April R Herlihy
• April R Harvey
• April Rena Campbell
• April R Campbell