Trevor Hubbard

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
  Jacksonville, FL
• 03/2021 → 12/2021
  At&T Telecommunications
  Scranton, PA
• 08/2020 → 01/2021
  Pensacola Christian College
  Pensacola, FL
• 09/2016 → 03/2020
  Clark Summit University
  Clark Summit, PA
• 09/2018 → 05/2019
  State Street Grill
  Clark Summit, PA
• 07/2014 → 12/2017
  Glidden Construction
  Palermo, ME
• 04/2020 → 09/2020
  Town Of Palermo
  Palermo, ME
• 03/2020 → 12/2020
  Doordash
  Palermo, ME
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-03-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Wildwood, FL
  The Villages, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-11-06
• S63 Uniform Securities Agent State Law Examination
  2022-06-03

Other Names

• Trevor Lloyd Hubbard