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Beatriz Dyer

Strategic Advisers LLC

The Villages, FL

CRD 5096552

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-28
TX RA APPROVED 2026-07-24
  • FL RA
    APPROVED
    Since 2026-07-28
  • TX RA
    APPROVED
    Since 2026-07-24

Branch Locations

The Villages, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
T Rowe Price Colorado Springs CO 07/2024 12/2024
Fidelity Investments Greenwood Village CO 01/2025 Present
Retired Chelsea AL 01/2015 07/2024
  • 07/2024 → 12/2024
    T Rowe Price
    Colorado Springs, CO
  • 01/2025 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 01/2015 → 07/2024
    Retired
    Chelsea, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-26
S63 Uniform Securities Agent State Law Examination 2025-05-29
  • S66 Uniform Combined State Law Examination
    2026-05-26
  • S63 Uniform Securities Agent State Law Examination
    2025-05-29
Other Names
  • Beatriz Hayden

View on SEC IAPD

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