Travis Rich Hale

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

• 05/2022 → Present
  Fidelity Investments
  Salt Lake City, UT
• 10/2019 → 05/2022
  Nu Skin Enterprises
  Provo, UT
• 09/2020 → 12/2020
  I Am Zambia (On-Campus Internship)
  Provo, UT
• 01/2020 → 04/2020
  Tessel Supply (On-Campus Internship)
  Provo, UT
• 05/2019 → 08/2019
  Aptive Environmental
  Atlanta, GA
• 08/2018 → 09/2019
  Yummy's Korean Bbq And Sushi
  Orem, UT
• 07/2016 → 08/2018
  Church Of Jesus Christ Of Latter-Day Saints
  Seoul
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-11-16
• S63 Uniform Securities Agent State Law Examination
  2022-09-07

Other Names

• Travis Rich Hale
• Travis Hale