Hannah Marie Boyd

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

• 07/2022 → Present
  Fidelity Investments
  Westlake, TX
• 12/2021 → 05/2022
  Woodbridge Golf Club
  Wylie, TX
• 10/2020 → 12/2021
  Arcis Golf
  Lantana, TX
• 05/2022 → 07/2022
  Unemployed
  Flower Mound, TX
• 05/2021 → 08/2021
  Modern Woodmen Of America
  Plano, TX
• 10/2016 → 07/2020
  Bridlewood Golf Course
  Flower Mound, TX
• 01/2018 → 06/2018
  Chuys
  Norman, OK
• 11/2015 → 10/2016
  Sonic
  Flower Mound, TX
• 07/2020 → 10/2020
  Unemployed
  Flower Mound, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-09-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-09-01
• S63 Uniform Securities Agent State Law Examination
  2023-01-13

Other Names

• Hannah Marie Boyd
• Hannah Boyd