Richard Evan Walsh

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

• 02/2022 → Present
  Fidelity Investments
  Durham, NC
• 11/2018 → 01/2022
  Unc Chapel Hill, Office Of Sponsored Research
  Chapel Hill, NC
• 03/2018 → 10/2018
  Unc Chapel Hill, Office Of Sponsored Research
  Chapel Hill, NC
• 01/2019 → 02/2020
  Uber
  Raleigh, NC
• 02/2018 → 02/2022
  Fallons Flowers
  Raleigh, NC
• 08/2013 → 12/2017
  University Of North Carolina At Charlotte
  Charlotte, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Other Businesses

OBA-106386|OrgNmn:Fallons Flowers|Org Addr:Raleigh ,North Caro,US|OBA Nature:Delivering Flowers |Invst Rel:N|Title:Delivery Driver |Duties:Delivering flowers on busy holidays|StrtDt:|TotHrs/mon:24|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-10-31