Payton A. Beauregard

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

• 05/2023 → 08/2023
  Harmony Elementary School
  Goshen, KY
• 06/2026 → Present
  Fidelity Investments
  Franklin, TN
• 05/2021 → 01/2024
  Bluegrass Hospitality Group
  Louisville, KY
• 06/2016 → 06/2022
  North Oldham High School
  Goshen, KY
• 06/2022 → 05/2026
  University Of Mississippi
  Oxford, MS
• 05/2025 → 08/2025
  Cerity Partners
  Lousiville, KY
• 06/2024 → 08/2024
  Fidelity Investments
  Franklin, TN

Exams

• S66 Uniform Combined State Law Examination
  2026-08-12

Other Names

• Payton Beauregard
• Payton Ann Beauregard