Dylan Schaetzel

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
  Durham, NC
• 08/2018 → 05/2022
  Elon University
  Elon, NC
• 06/2021 → 08/2021
  Precision Landscape Management
  Greenville, SC
• 12/2019 → 01/2020
  Vail Resorts
  Breckenridge, CO
• 05/2019 → 08/2019
  Better Blades Landscaping, Llc
  New Hartford, CT
• 08/2021 → 05/2022
  Reed Finance Center (Elon University)
  Elon, NC
• 05/2018 → 08/2018
  Golf Club Of Avon
  Avon, CT
• 05/2017 → 08/2017
  Farmington River Tubing
  New Hartford, CT
• 08/2014 → 05/2018
  Avon Old Farms School
  Avon, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-04-04
• S63 Uniform Securities Agent State Law Examination
  2022-11-12

Other Names

• Dylan Louis Schaetzel
• Dylan Schaetzel