Cole M. Bridges

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

• 01/2015 → 01/2017
  Cole Bridges Sign Painter
  Denton, TX
• 01/2013 → 01/2017
  Starr Studios
  Denton, TX
• 01/2017 → Present
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Mount Pleasant, SC
  Westlake, TX
  Johns Island, SC
• 2018-05-08 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-03-27
• S63 Uniform Securities Agent State Law Examination
  2017-02-24

Other Names

• Cole Mikel Bridges
• Cole Bridges