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Waylan Barber

Strategic Advisers LLC

Henrietta, NY

Rochester, NY

CRD 7483416

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-03
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-09-03
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Henrietta, NY • United States

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Llc Durham NC 12/2021 Present
Starbucks Corporation Carrboro NC 09/2019 12/2021
Lifesource Natural Foods Salem OR 04/2018 07/2019
Archive Coffee & Bar Salem OR 06/2015 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 12/2021 → Present
    Fidelity Investments Llc
    Durham, NC
  • 09/2019 → 12/2021
    Starbucks Corporation
    Carrboro, NC
  • 04/2018 → 07/2019
    Lifesource Natural Foods
    Salem, OR
  • 06/2015 → 05/2018
    Archive Coffee & Bar
    Salem, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-08
  • S66 Uniform Combined State Law Examination
    2022-04-08
Other Names
  • Waylan James Barber
  • Waylan Barber

View on SEC IAPD

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