Corey James Hubbard

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

• 09/2021 → 10/2021
  Onbrand 24
  Portsmouth, NH
• 06/2021 → 09/2021
  Unemployed
  Raymond, NH
• 06/2019 → 08/2019
  New Hampshire Distributors
  Concord, NH
• 06/2018 → 08/2018
  New Hampshire Distributors
  Concord, NH
• 06/2017 → 08/2017
  U.S Foods
  Seabrook, NH
• 09/2016 → 05/2021
  University Of Navarre
  Pamplona
• 10/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 04/2019 → 07/2019
  Kinderenergy
  Los Angeles, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-02-16
• S63 Uniform Securities Agent State Law Examination
  2022-03-04

Other Names

• Corey James Hubbard
• Corey J Hubbard