Anna Van Bourgondien

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

• 01/2022 → Present
  Fidelity Investments
  Durham, NC
• 11/2020 → 01/2022
  Lululemon Athletica
  Raleigh, NC
• 06/2020 → 11/2020
  Vineyard Vines
  Durham, NC
• 07/2018 → 06/2020
  Buoy Bowls: Acai Bowls And Smoothies
  Apex, NC
• 08/2019 → 12/2021
  North Carolina State University
  Raleigh, NC
• 08/2015 → 06/2019
  Apex Friendship High School
  Apex, NC
• 05/2017 → 08/2017
  State Farm
  Chapel Hill, NC
• 11/2019 → 04/2020
  Lululemon Athletica
  Cary, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-06-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-05-26

Other Names

• Anna Van Bourgondien
• Anna Vanbourgondien