Dustin Joel Mccaughey

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

• 09/2022 → Present
  Fidelity Brokerage Services Llc
  Durham, NC
• 11/2021 → 08/2022
  Shipt Inc.
  Birmingham, AL
• 11/2021 → 07/2022
  Grubhub Inc.
  Chicago, IL
• 11/2021 → 11/2021
  Task Rabbit Inc.
  San Francisco, CA
• 11/2019 → 08/2021
  Manufacturers Distributor, Inc.
  Odessa, FL
• 05/2018 → 10/2019
  Bolay Enterprises, Llc
  Palm Beach Gardens, FL
• 05/2015 → 09/2019
  Loo And Loo Yoga Llc
  Gainesville, FL
• 05/2009 → 04/2018
  Embers Of Floirda, Llc
  Gainesville, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-05-27
• S63 Uniform Securities Agent State Law Examination
  2023-02-24

Other Names

• Dusty Joel Mccaughey
• Dustin Mccaughey