Tyler Wittenbrook

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

• 04/2022 → Present
  Fidelity Investments
  Covington, KY
• 09/2021 → 03/2022
  Self Employed
  Cincinnati, OH
• 10/2020 → 09/2021
  Embers Restaurant
  Cincinnati, OH
• 08/2020 → 09/2020
  Jbm Packaging Company
  Lebanon, OH
• 06/2020 → 07/2020
  Solidform Decorative Concrete
  South Lebanon, OH
• 08/2019 → 05/2020
  Taylor University
  Upland, IN
• 02/2018 → 08/2019
  Chick-Fil-A
  Cincinnati, OH
• 01/2016 → 05/2019
  Sycamore High School
  Cincinnati, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY

Other Businesses

OBA-121099|OrgNmn:TBD|Org Addr:Cincinnati,Ohio,US|OBA Nature:Starting my own LLC with my wi|Invst Rel:Y|Title:Sole Proprietor|Duties:Buying, renovating, and selling residential properties|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-67851|OrgNmn:Braughler Books LLC|Org Addr:Springboro,Ohio,US|OBA Nature:Book publishing company|Invst Rel:N|Title:Author|Duties:No oblligations for this company|StrtDt:05-06-21|TotHrs/mon:0.01|TrdHrs/mon:0.01|

Exams

• S66 Uniform Combined State Law Examination
  2022-08-26

Other Names

• Tyler Joseph Wittenbrook
• Tyler Wittenbrook