Trevor Moyer

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

• 09/2018 → 07/2020
  Jackson National Life Distributors Llc
  Lansing, MI
• 04/2018 → 07/2020
  Jackson National Life
  Lansing, MI
• 10/2016 → 03/2018
  Capital Honda
  Okemos, MI
• 09/2014 → 09/2016
  Officeteam
  Lansing, MI
• 03/2015 → 06/2016
  Spherion
  Lansing, MI
• 03/2021 → 06/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2020 → 04/2021
  Selectquote
  Overland Park, KS
• 06/2021 → Present
  Family Legacy Financial Solutions, Llc
  Cary, NC
• 10/2021 → Present
  Fidelity Investments
  Durham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2021-06-17 → 2021-12-08
  Family Legacy Financial Solutions, Llc
  Cary, NC

Exams

• S66 Uniform Combined State Law Examination
  2021-04-22

Other Names

• Trevor Moyer
• Trevor Michael Moyer