Adam Blain

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

• 11/2014 → 11/2017
  Red Hat, Inc.
  Raleigh, NC
• 11/2017 → 06/2018
  Cushman And Wakefield
  Durham, NC
• 08/2018 → 08/2022
  Pnc Bank
  Raleigh, NC
• 08/2022 → Present
  Fidelity Investments Llc
  Raleigh, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-11-19

Other Names

• Adam Jacob Blain
• Adam Blain