Dylan Koenig

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

• 01/2020 → 05/2020
  1Huddle
  Newark, NJ
• 10/2019 → 12/2019
  Ruffalo Noel Levitz
  New Brunswick, NJ
• 09/2019 → 01/2020
  Twenty
  New York City, NY
• 08/2020 → 12/2022
  Montclair State University
  Montclair, NJ
• 12/2022 → 05/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 09/2018 → 07/2019
  Top Tier Mpe
  New York City, NY
• 02/2021 → 05/2022
  Saddle River Inn
  Saddle River, NJ
• 08/2014 → 09/2016
  Northern Highlands Regional High School
  Allendale, NJ
• 07/2019 → 09/2019
  Atrium Staffing
  Iselin, NJ
• 03/2023 → 05/2023
  Bank Of America N.A.
  Pennington, NJ
• 05/2023 → 09/2023
  Unemployed
  Allendale, NJ
• 06/2018 → 07/2018
  Pflueger Landscaping
  Allendale, NJ
• 05/2020 → 10/2020
  Unemployed
  Allendale, NJ
• 10/2023 → 08/2024
  Thrivent Financial
  Appleton, WI
• 09/2016 → 05/2020
  Rutgers University
  New Brunswick, NJ
• 10/2022 → 12/2022
  Unemployed
  Allendale, NJ
• 10/2023 → 08/2024
  Thrivent Investment Management Inc
  Minneapolis, MN
• 03/2025 → Present
  Fidelity Investments
  Trenton, NJ
• 08/2024 → 03/2025
  Unemployed
  Allendale, NJ

Previous Registrations

• 2023-09-22 → 2024-08-20
  Thrivent Investment Management Inc.
  Minneapolis, MN
• 2023-04-11 → 2023-05-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-04-10

Other Names

• Dylan Thomas Koenig
• Dylan T Koenig
• Dylan Koenig