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Lafayette Huston

Strategic Advisers LLC

Powder Springs, GA

CRD 6712127

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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
GA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Powder Springs, GA • 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
Peachtree Planning Atlanta GA 07/2016 02/2017
Commonwealth Of Atlanta Atlanta GA 04/2017 04/2018
Unemployed Marietta GA 02/2017 04/2017
Ohio National Financial Services Cincinnati OH 04/2017 04/2018
The O.N. Equity Sales Company Cincinnati OH 06/2017 01/2018
Macon Marriott City Center Macon GA 02/2018 10/2018
Lpl Financial Llc Warner Robins GA 10/2018 02/2023
Fidelity Investments Macon GA 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 02/2017
    Peachtree Planning
    Atlanta, GA
  • 04/2017 → 04/2018
    Commonwealth Of Atlanta
    Atlanta, GA
  • 02/2017 → 04/2017
    Unemployed
    Marietta, GA
  • 04/2017 → 04/2018
    Ohio National Financial Services
    Cincinnati, OH
  • 06/2017 → 01/2018
    The O.N. Equity Sales Company
    Cincinnati, OH
  • 02/2018 → 10/2018
    Macon Marriott City Center
    Macon, GA
  • 10/2018 → 02/2023
    Lpl Financial Llc
    Warner Robins, GA
  • 03/2023 → Present
    Fidelity Investments
    Macon, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Macon, GA
  • 2019-05-03 → 2023-03-10
    Lpl Financial Llc
    Warner Robins, GA
Other Businesses

OBA-97154|OrgNmn:LBC Enterprise Group|Org Addr:Macon,Georgia,US|OBA Nature:Passive Real Estate Investment|Invst Rel:Y|Title:Owner|Duties:Decides whether to invest in deals provided by outside sources|StrtDt:02-01-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-30
S63 Uniform Securities Agent State Law Examination 2017-08-24
  • S65 Uniform Investment Adviser Law Examination
    2019-04-30
  • S63 Uniform Securities Agent State Law Examination
    2017-08-24
Other Names
  • Lafayette Huston
  • Lafayette Huston

View on SEC IAPD

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