Tyler Helton

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

• 12/2021 → Present
  Fidelity Investments
  Covington, KY
• 01/2021 → 12/2021
  Morehead State University Payroll Office
  Morehead, KY
• 11/2020 → 06/2021
  Walmart
  Morehead, KY
• 05/2020 → 08/2020
  Ralph'S Foodfair
  Grayson, KY
• 08/2018 → 03/2020
  Morehead State University Alumni Association
  Morehead, KY
• 05/2019 → 08/2019
  Store-All
  Grayson, KY
• 03/2018 → 05/2018
  Wendy'S
  Grayson, KY
• 08/2014 → 06/2018
  East Carter High School
  Grayson, KY
• 08/2018 → 12/2021
  Morehead State University
  Morehead, KY
• 05/2018 → 05/2018
  Subway
  Grayson, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2023-03-22
• S63 Uniform Securities Agent State Law Examination
  2022-04-04

Other Names

• Tyler Bryce Helton