Corinna A. Bohley

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

• 02/2023 → Present
  Fidelity Investments
  Marlton, NJ
• 04/2022 → 02/2023
  Unemployment
  Palmyra, NJ
• 11/2019 → 04/2022
  Abco Fcu
  Willingboro, NJ
• 04/2018 → 11/2019
  American Heritage Fcu
  Philadelphia, PA
• 10/2015 → 03/2018
  Amtrak
  Philadelphia, PA

Exams

• S66 Uniform Combined State Law Examination
  2025-04-02
• S63 Uniform Securities Agent State Law Examination
  2023-06-23

Other Names

• Locke
• Corinna Ann Bohley