Catherine A. Seklecki

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

• 01/2002 → 04/2019
  Delaware Distributors, L.P.
  Philadelphia, PA
• 02/2021 → 02/2022
  Ubs Financial Services Inc.
  Wilmington, PA
• 02/2022 → Present
  Fidelity Investments
  Warwick, PA
• 04/2019 → 02/2021
  Unemployed
  Warwick, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Warwick, PA
• 2021-02-23 → 2022-02-28
  Ubs Financial Services Inc.
  Newtown, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-24
• S63 Uniform Securities Agent State Law Examination
  1996-02-08

Other Names

• Catherine Ann Seklecki