Forrest Foxworth

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 → 02/2023
  Unemployment
  Fernandina Beach, FL
• 01/2022 → 10/2022
  Tabula Rasa Healthcare
  Fernandina Beach, FL
• 11/2010 → 01/2022
  First Presbyterian Church
  Fernandina Beach, FL
• 02/2023 → 03/2024
  Thrivent Investment Management Inc
  Minneapolis, MN
• 04/2023 → 10/2023
  Thrivent Financial
  Appleton, WI
• 10/2023 → 03/2024
  Thrivent Financial
  Appleton, WI
• 03/2024 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-04-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2023-05-16 → 2024-04-10
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Fernandina Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-05-11