Tristan Richard Ferdinandi

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

• 06/2021 → Present
  Fidelity Investments Llc
  Westlake, TX
• 10/2019 → 05/2021
  Autonation
  Irving, TX
• 07/2018 → 10/2019
  Gold's Gym
  Dallas, TX
• 02/2016 → 05/2018
  Tcu
  Fort Worth, TX
• 08/2014 → 05/2018
  Full-Time Education
  Fort Worth, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-07-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Dallas, TX
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-07-17
• S63 Uniform Securities Agent State Law Examination
  2022-10-31

Other Names

• Tristan Richard Ferdinandi
• Tristan Ferdinandi