Dakoda Dale Trull

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

• 05/2016 → 01/2017
  Sonic
  Llano, TX
• 02/2017 → 04/2017
  Unemployed
  Llano, TX
• 05/2017 → 08/2017
  Pizza Hut
  Llano, TX
• 09/2017 → 12/2018
  Unemployed
  Lubbock, TX
• 01/2019 → 03/2019
  Dominoes
  Lubbock, TX
• 04/2019 → 08/2020
  Unemployed
  Lubbock, TX
• 09/2020 → 05/2022
  Synergies
  Lubbock, TX
• 05/2022 → Present
  Fidelity Investments
  Westlake, TX
• 08/2015 → 01/2017
  Llano Highschool
  Llano, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Other Businesses

OBA-113491|OrgNmn:Local Band |Org Addr:Fort Worth,Texas,US|OBA Nature:Small local band that may reci|Invst Rel:N|Title:Sole Proprietor|Duties:Attend rehersals and play shows typically booked Friday - Sunday |StrtDt:09-30-24|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-04-17
• S63 Uniform Securities Agent State Law Examination
  2022-09-02

Other Names

• Dakoda Dale Trull
• Dakoda Trull