Amber Marie Borromeo

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

• 12/2019 → 02/2023
  Tegna - Kpnx
  Phoenix, AZ
• 01/2017 → 11/2019
  Tegna - Krem
  Spokane, WA
• 11/2014 → 05/2017
  Washington State University - Office Of The Registrar
  Pullman, WA
• 04/2013 → 04/2017
  Pier 1 Imports
  Mill Creek, WA
• 02/2023 → Present
  Fidelity Investments
  Chandler, AZ
• 08/2013 → 05/2017
  Washington State University
  Pullman, WA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-09-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Phoenix, AZ
  Chandler, AZ

Other Businesses

OBA-99755|OrgNmn:Instacart|Org Addr:Phoenix,Arizona,US|OBA Nature:grocery ordering/delivery|Invst Rel:N|Title:Independent Contractor|Duties:Grocery shopping for others, delivering groceries to buyer's home |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-17
• S63 Uniform Securities Agent State Law Examination
  2023-08-07

Other Names

• Amber Marie Williams
• Amber Marie Rusbashan