Cassidy L Whitehead

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

• 05/2014 → Present
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Westlake, TX
• 2016-07-13 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Other Businesses

OBA-13534|OrgNmn:Etsy|Org Addr:Boyd,Texas,US|OBA Nature:Selling homemade items|Invst Rel:N|Title:Self-Employed|Duties:Creating house decor and selling it to the public|StrtDt:09-10-19|TotHrs/mon:5|TrdHrs/mon:0|OBA-97893|OrgNmn:Farm|Org Addr:Boyd,Texas,US|OBA Nature:Selling eggs for eating or hat|Invst Rel:N|Title:Owner|Duties:Collecting eggs, hatching, incubating, selling|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2016-06-29
• S63 Uniform Securities Agent State Law Examination
  2014-07-03

Other Names

• Cassidy Lorae Whitehead
• Cassidy Lorae Belter
• Cassidy L Belter