Ely Klida

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

• 10/2022 → 02/2024
  Thrivent Investment Management Inc.
  Minneapolis, MN
• 02/2024 → Present
  Fidelity Investments
  Charlotte, NC
• 06/2021 → 06/2022
  Loandepot
  Southfield, MI
• 08/2015 → 07/2020
  Midwest Mobility Solutions
  Bay City, MI
• 07/2020 → 10/2020
  Unemployed
  Bay City, MI
• 09/2022 → 02/2024
  Thrivent Financial
  Appleton, WI
• 06/2022 → 09/2022
  Unemployed
  Redford, MI
• 10/2020 → 06/2021
  Bank Of America
  Sterling Heights, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-04-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Bay City, MI
• 2022-12-19 → 2024-02-26
  Thrivent Investment Management Inc.
  Minneapolis, MN

Other Businesses

OBA-109432|OrgNmn:Red Eye Realty LLC|Org Addr:Bay City,Michigan,US|OBA Nature:Rental Home |Invst Rel:Y|Title:Owner|Duties:None. Using a managment company to manage 1 rental property |StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0.01|OBA-132564|OrgNmn:Northwood University |Org Addr:Midland ,Michigan,US|OBA Nature:University Professor |Invst Rel:N|Title:Employee|Duties:Part time undergraduate professor|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-12-16

Other Names

• Ely K Klida