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Julianne Hutcherson

Strategic Advisers LLC

Coronado, CA

San Diego, CA

CRD 2794988

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Coronado, CA • United States

7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Service Inc San Diego CA 09/2015 Present
Fidelity Investments Boston MA 03/2025 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
  • 09/2015 → Present
    Fidelity Brokerage Service Inc
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    San Diego, CA
    Coronado, CA
  • 2016-06-21 → 2018-07-13
    Strategic Advisers Llc
    San Diego, CA
  • 2001-03-13 → 2004-07-30
    Strategic Advisers Llc
    Rancho Bernardo, CA
Other Businesses

OBA-6604|OrgNmn:BP AMERICA PRODUCTION COMPANY|Org Addr:San Antoni,Texas,US|OBA Nature:I own some oil/gas rights that|Invst Rel:N|Title:business associate/client|Duties:none.|StrtDt:01-01-16|TotHrs/mon:0.1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-24
S63 Uniform Securities Agent State Law Examination 1996-09-30
  • S66 Uniform Combined State Law Examination
    2016-03-24
  • S63 Uniform Securities Agent State Law Examination
    1996-09-30
Other Names
  • Julianne King
  • Julianne King Hutcherson

View on SEC IAPD

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