Dylan Andrew Klopfer

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

• 11/2022 → 12/2022
  Same Day Awards
  South Windsor, CT
• 06/2022 → 07/2022
  Black Diamond Networks
  Andover, MA
• 05/2021 → 08/2021
  Enterprise Rent-A-Car
  Brooklyn, CT
• 05/2019 → 08/2019
  Cirque Du Soleil
  Hartford, CT
• 01/2016 → 01/2018
  Ellington Public Schools
  Ellington, CT
• 06/2018 → 08/2020
  Northeast Companies
  Meriden, CT
• 01/2023 → Present
  Fidelity Investments
  Smithfield, RI
• 07/2022 → 11/2022
  Unemployed
  Coventry, CT
• 09/2017 → 06/2018
  Tolland High School
  Tolland, CT
• 01/2018 → 05/2019
  Assumption University
  Worcester, MA
• 08/2019 → 05/2020
  Assumption University
  Worcester, MA
• 08/2018 → 05/2022
  Assumption University
  Worcester, MA
• 08/2016 → 05/2017
  Kimball Union Academy
  Meriden, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2024-02-16
• S63 Uniform Securities Agent State Law Examination
  2023-06-12