Bryce Forte

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

• 07/2022 → Present
  Fidelity Investments
  Merrimack, NH
• 09/2020 → 05/2021
  University Of Connecticut Residential Life
  Storrs, CT
• 09/2021 → 05/2022
  University Of Connecticut Dining Services
  Storrs, CT
• 05/2020 → 05/2022
  Target Corporations
  Trumbull, CT
• 03/2013 → 03/2020
  Orange Little League
  Orange, CT
• 09/2019 → 05/2022
  University Of Connecticut
  Storrs, CT
• 05/2022 → 06/2022
  Unemployed
  Stratford, CT
• 09/2015 → 06/2019
  Stratford High School
  Stratford, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-12-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Manchester, NH
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2024-12-04
• S63 Uniform Securities Agent State Law Examination
  2022-11-04

Other Names

• Bryce James Forte