Noah Laplante

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

• 08/2022 → Present
  Fidelity Investments
  Smithfield, RI
• 01/2019 → 07/2022
  United States Electrical Services Inc
  Middletown, CT
• 06/2019 → 12/2019
  United States Electrical Services
  Middletown, CT
• 01/2017 → 12/2019
  Umass Transit Services
  Amherst, MA
• 09/2016 → 12/2019
  Umass Amherst
  Amherst, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-09-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2023-09-07
• S63 Uniform Securities Agent State Law Examination
  2022-12-05

Other Names

• Noah Donald Laplante
• Noah Laplante