Anthony Raymond Lamus

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

• 09/2019 → 01/2021
  Bernard Financial Group
  Southfield, MI
• 01/2021 → 09/2021
  Unemployed
  Brighton, MI
• 09/2016 → 05/2017
  Student
  Ann Arbor, MI
• 05/2017 → 09/2019
  University Christian Outreach
  Ann Arbor, MI
• 09/2021 → 09/2022
  Tru Line Frame & Wheel
  Seattle, WA
• 09/2022 → 10/2024
  Slalom
  Seattle, WA
• 11/2024 → Present
  Fidelity Investments
  Lynnwood, WA
• 09/2014 → 09/2016
  Trenton Corporation
  Ann Arbor, MI

Exams

• S66 Uniform Combined State Law Examination
  2025-04-23

Other Names

• Anthony Raymond Lamus
• Anthony Lamus