Sean Okeefe

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

• 03/2016 → 10/2017
  Aspen Valley Country Club
  Flagstaff, AZ
• 10/2017 → 07/2022
  Firerock Country Club
  Fountain Hills, AZ
• 02/2019 → 07/2022
  Desert Mountain Golf Club
  Scottsdale, AZ
• 07/2022 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-05-23
• S63 Uniform Securities Agent State Law Examination
  2022-11-12

Other Names

• Sean Andrew Okeefe
• Sean Okeefe