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Casey Michael Dalthorp

Strategic Advisers LLC

Beaverton, OR

Portland, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OR RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2785 Sw Cedar Hills Blvd, Beaverton, OR 97005-1344 • United States

Portland, OR • 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
Fidelity Investments Portland OR 09/2016 Present
Unemployment/ Traveling Abroad Beaverton OR 06/2016 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → Present
    Fidelity Investments
    Portland, OR
  • 06/2016 → 09/2016
    Unemployment/ Traveling Abroad
    Beaverton, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-10-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-28
S63 Uniform Securities Agent State Law Examination 2017-04-03
  • S65 Uniform Investment Adviser Law Examination
    2019-10-28
  • S63 Uniform Securities Agent State Law Examination
    2017-04-03

View on SEC IAPD

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EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.

Other Investors

ANDREW DIBBRILL JAMISON
JEFFREY ADOLPH BLOCH
DUANE ELDON BOLINGER
Spencer Gary Dickinson
BLAINE EVANS BURNETT
WILLIAM JOSEPH CONLEY
Tyler Spencer Hilligoss
GUERLLAMO MARK JIMENEZ

Other Offices

MAIN AVENUE FINANCIAL SERVICES, LLC · BEAVERTON, OR
ELDON REESE ADVISORY GROUP · BEAVERTON, OR
CONLEY, WILLIAM J. · BEAVERTON, OR
SCOUT ASSET MANAGEMENT · BEAVERTON, OR
OPTIMUM CAPITAL STRATEGIES · BEAVERTON, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · BEAVERTON, OR
EAGLE STRATEGIES LLC · BEAVERTON, OR
OSAIC WEALTH, INC. · BEAVERTON, OR

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