Ryan Fowler

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

• 10/2013 → Present
  Fidelity Investments
  Salt Lake City, UT
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Henderson, NV
  Holladay, UT
• 2013-11-18 → 2018-07-13
  Strategic Advisers Llc
  Salt Lake City, UT

Other Businesses

OBA-17978|OrgNmn:HIGHLAND PARK 608 LLC|Org Addr:SALT LAKE ,Utah,US|OBA Nature:MULTI UNIT RENTAL PROPERTY|Invst Rel:Y|Title:Partner|Duties:BOOK KEEPING|StrtDt:02-18-21|TotHrs/mon:3|TrdHrs/mon:0|OBA-9723|OrgNmn:5600 South LLC|Org Addr:Salt Lake ,Utah,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Partner|Duties:Book Keeping, landlord.|StrtDt:07-21-14|TotHrs/mon:4|TrdHrs/mon:0|OBA-106647|OrgNmn:Sole Proprietorship|Org Addr:Salt Lake ,Utah,US|OBA Nature:Turo Car Share|Invst Rel:N|Title:Sole Proprietor|Duties:None. Spouse will be controlling|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2013-11-14
• S63 Uniform Securities Agent State Law Examination
  1999-08-25

Other Names

• Ryan Woolley Fowler