Walter L. Randolph

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

• 11/2015 → 02/2023
  Keller Williams Realty Metro Atlanta
  Decatur, GA
• 08/2013 → 01/2017
  Dekalb Medical Hospital
  Lithonia, GA
• 05/2018 → 02/2023
  Uber
  Atlanta, GA
• 02/2018 → 05/2018
  Savvy Tuxedo
  Stonecrest, GA
• 02/2023 → Present
  Fidelity Investments
  Atlanta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-10-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Atlanta, GA

Other Businesses

OBA-99147|OrgNmn:Properties of Walter Lee|Org Addr:Atlanta ,Georgia,US|OBA Nature:Real estate|Invst Rel:Y|Title:Independent Contractor|Duties:Occasionally show homes virtually |StrtDt:11-02-15|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-10-09

Other Names

• Walter Lee Randolph
• Walter Lee Randolph