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Angel Sledge

Strategic Advisers LLC

Yorktown, VA

CRD 7520991

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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
TX RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Yorktown, VA • 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
Equitable Advisors, Llc New York NY 03/2022 10/2022
Unemployed West Lafayette IN 09/2021 02/2022
Bvcc New York City NY 06/2021 08/2021
Reach Capital San Francisco CA 06/2021 08/2021
Dataready Dfw Dallas TX 10/2020 01/2021
Lami Fyre: University Of Virginia Charlottesville VA 06/2019 08/2019
Hampton University Hampton VA 01/2017 06/2018
Ozzie Smith Sports Academy Newport News VA 06/2016 08/2018
Unemployed Newport News VA 01/2012 06/2018
Fidelity Investments Lafayette IN 11/2022 Present
North Carolina A&T State University Greensboro VA 08/2018 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 03/2022 → 10/2022
    New York, NY
  • 09/2021 → 02/2022
    Unemployed
    West Lafayette, IN
  • 06/2021 → 08/2021
    Bvcc
    New York City, NY
  • 06/2021 → 08/2021
    Reach Capital
    San Francisco, CA
  • 10/2020 → 01/2021
    Dataready Dfw
    Dallas, TX
  • 06/2019 → 08/2019
    Lami Fyre: University Of Virginia
    Charlottesville, VA
  • 01/2017 → 06/2018
    Hampton University
    Hampton, VA
  • 06/2016 → 08/2018
    Ozzie Smith Sports Academy
    Newport News, VA
  • 01/2012 → 06/2018
    Unemployed
    Newport News, VA
  • 11/2022 → Present
    Fidelity Investments
    Lafayette, IN
  • 08/2018 → 05/2021
    North Carolina A&T State University
    Greensboro, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lafayette, IN
    Newport News, VA
  • 2022-06-13 → 2022-10-25
    Carmel, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-08
  • S66 Uniform Combined State Law Examination
    2022-06-08
Other Names
  • Angel Faith Sledge

View on SEC IAPD

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