Alicia Gaudet

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

• 01/2012 → 06/2018
  School
  Salem, NH
• 05/2019 → 08/2019
  Babson College
  Wellesley, MA
• 06/2020 → 05/2021
  Fidelity Investments
  Merrimack, NH
• 06/2021 → 08/2021
  Fidelity Investments
  Boston, MA
• 06/2022 → Present
  Fidelity Investments
  Boston, MA
• 08/2018 → 05/2022
  Babson College
  Wellesley, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-07-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2022-11-21