Dylan Cristopher Herrick

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

• 08/2015 → 08/2018
  Mill Creek Middle School
  Woodstock, GA
• 08/2018 → 05/2022
  River Ridge High Sc
  Woodstock, GA
• 08/2022 → 05/2026
  University Of Georgia
  Athens, GA
• 06/2025 → 08/2025
  Fidelity Investments
  Alpharetta, GA
• 07/2021 → 05/2026
  Uhaul Moving And Storage
  Athens, GA
• 08/2022 → 02/2023
  Uga Baseball
  Athens, GA
• 02/2020 → 07/2021
  Perfect Game Usa
  Marietta, GA
• 05/2024 → 08/2024
  Smurfit Westrock
  Atlanta, GA
• 06/2020 → 08/2021
  Nolimitjumper
  Woodstock, GA
• 06/2026 → Present
  Fidelity Investments
  Alpharetta, GA

Exams

• S66 Uniform Combined State Law Examination
  2026-01-06

Other Names

• Dylan Herrick
• Dylan Cristopher Herrick