Donell Washington

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

• 01/2023 → 05/2023
  Northwestern Mutual Investment Services Llc
  San Diego, CA
• 05/2014 → 09/2016
  Lux
  Austin, TX
• 07/2024 → Present
  Fidelity Investments
  Vancouver, WA
• 05/2018 → 08/2020
  Stryker
  Portage, MI
• 01/2023 → 05/2023
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2023 → 06/2023
  Unemployed
  San Diego, CA
• 10/2016 → 10/2016
  Unemployed
  San Diego, CA
• 07/2023 → 06/2024
  Edward Jones
  St Louis, MO
• 03/2017 → 04/2018
  Acrobat Outsourcing
  San Diego, CA
• 03/2022 → 12/2022
  Converge Medical
  Austin, TX
• 01/2016 → 09/2016
  Green Parrot
  San Marcos, TX
• 01/2022 → 03/2022
  The League Kitchen
  Bee Cave, TX
• 08/2020 → 12/2020
  Unemployed
  Austin, TX
• 11/2016 → 02/2017
  Imatrix
  San Diego, CA
• 10/2020 → 03/2023
  Austin Nightlife Llc
  Austin, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Vancouver, WA
• 2023-08-25 → 2024-06-14
  Edward Jones
  St. Louis, MO
  San Diego, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-08-23
• S63 Uniform Securities Agent State Law Examination
  2023-03-07

Other Names

• Donnie Washington
• Donnie Washington