Halie Kathryn Engelhardt

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

• 07/2020 → 06/2021
  Luna Brand Management
  San Antonio, TX
• 06/2020 → 10/2020
  Nola Brunch And Beignets
  San Antonio, TX
• 06/2021 → 09/2021
  Unemployed
  Magnolia, TX
• 08/2011 → 06/2020
  Full-Time Student
  Magnolia, TX
• 09/2021 → Present
  Fidelity Investments
  Austin, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-12-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-03-11

Other Names

• Halie Kathryn Engelhardt
• Halie Engelhardt