Marc Cavalier

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

• 03/2016 → 05/2017
  The Vanguard Group, Inc.
  Malvern, PA
• 05/2017 → 11/2024
  The Vanguard Group, Inc.
  Malvern, PA
• 03/2016 → 05/2017
  The Vanguard Group, Inc.
  Malvern, PA
• 05/2017 → 11/2024
  Vanguard
  Malvern, PA
• 11/2024 → Present
  Fidelity Investments
  Marlton, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-11-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Moorestown, NJ
  Marlton, NJ
• 2018-08-23 → 2024-11-13
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-13
• S63 Uniform Securities Agent State Law Examination
  2014-09-11

Designations

• Certified Financial Planner

Other Names

• Marc Everett Cavalier