Tyler S. Cassidy

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
  Jacksonville, FL
• 09/2017 → 04/2022
  United States Air Force Reserve
  Jb Charleston, SC
• 06/2021 → 06/2021
  Dicks Sporting Goods
  West Ashley, SC
• 02/2021 → 07/2021
  Automaxx Of The Carolinas
  Summerville, SC
• 03/2019 → 02/2021
  Jd Sports
  North Charleston, SC
• 01/2018 → 04/2018
  Ups Retail
  Sumemrville, SC
• 11/2017 → 01/2018
  Ups
  Sumemrville, SC
• 04/2017 → 11/2017
  Lowes Home Improvement
  Summerville, SC
• 01/2016 → 04/2017
  Deca
  Jb Charleston, SC
• 04/2018 → 03/2019
  United States Air Force Reserve
  San Antonio, TX
• 07/2021 → 04/2022
  United States Air Force Reserve
  Azraq
• 09/2017 → 11/2017
  Liquid Highway
  Mt. Pleasant, SC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Other Businesses

OBA-127703|OrgNmn:SilverLeaf Middle School|Org Addr:St. August,Florida,US|OBA Nature:Middle School Football Team|Invst Rel:N|Title:Voluntary Assistant Coach|Duties:Teach Middle School students fundamentals of football|StrtDt:|TotHrs/mon:26|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-08-03
• S63 Uniform Securities Agent State Law Examination
  2022-10-12

Other Names

• Tyler Shaun Cassidy
• Tyler Cassidy