Ross Broderick Sturgill

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 → 03/2022
  Peachtree Planning
  Atlanta, GA
• 06/2021 → 12/2021
  Kroger
  Flowery Branch, GA
• 05/2021 → 06/2021
  Crossmark
  Gainesville, GA
• 01/2021 → 05/2021
  University Of North Georgia
  Dahlonega, GA
• 02/2019 → 01/2021
  Kroger
  Flowery Branch, GA
• 07/2016 → 02/2019
  Chick-Fil-A
  Flowery Branch, GA
• 03/2022 → 01/2023
  Guardian Life Insurance
  Atlanta, GA
• 11/2022 → 01/2023
  Park Avenue Securities
  Atlanta, GA
• 01/2023 → Present
  Fidelity Investments
  Atlanta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2023-05-04
• S63 Uniform Securities Agent State Law Examination
  2023-04-04

Other Names

• Ross Broderick Sturgill
• Ross Sturgill