Anna Elizabeth Cantwell

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
• 05/2021 → 04/2022
  Ohio University
  Athens, OH
• 12/2021 → 01/2022
  Unc Health
  Morrisville, NC
• 09/2020 → 05/2021
  Ohio University
  Athens, OH
• 12/2019 → 05/2021
  Ohio University
  Athens, OH
• 11/2019 → 05/2021
  Ohio University
  Athens, OH
• 09/2018 → 11/2019
  Ohio University
  Athens, OH
• 02/2018 → 08/2018
  Ohio University
  Athens, OH
• 01/2020 → 06/2020
  Athens Mold And Machine
  Athens, OH
• 04/2016 → 08/2017
  Kings Island
  Mason, OH
• 05/2022 → 06/2022
  Unemployed
  Athens, OH
• 09/2017 → 01/2018
  Full-Time Education
  Athens, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Other Businesses

OBA-104712|OrgNmn:Etsy|Org Addr:Apex,North Caro,US|OBA Nature:Sell t-shirt designs on etsy w|Invst Rel:N|Title:Etsy Shop Owner|Duties:Create t-shirt designs on my computer.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-94536|OrgNmn:Wag|Org Addr:Apex,North Caro,US|OBA Nature:Dog Walking/Dog Sitting|Invst Rel:N|Title:Dog Walker|Duties:Dog Walking/Dog Sitting|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-02-06