Ellen Martha Currey

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

• 02/2017 → 07/2018
  Fidelity Investments
  Germantown, TN
• 07/2018 → 07/2019
  Fidelity Investments
  Germantown, TN
• 07/2019 → 03/2020
  Unemployed
  Memphis, TN
• 01/2015 → 10/2016
  Kraft Cpas
  Nashville, TN
• 02/2023 → 03/2024
  Unemployed
  Memphis, TN
• 03/2020 → 02/2023
  Fidelity Investments |
  Germantown, TN
• 11/2016 → 01/2017
  Unemployed
  Memphis, TN
• 04/2024 → Present
  Fidelity Investments
  Germantown, TN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-04-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Germantown, TN
• 2020-05-08 → 2023-02-03
  Fidelity Personal And Workplace Advisors
  Germantown, TN
• 2019-02-14 → 2019-07-18
  Fidelity Personal And Workplace Advisors
  Germantown, TN

Other Businesses

OBA-116319|OrgNmn:EAW Real Estate, LLC|Org Addr:Franklin,Tennessee,US|OBA Nature:Lessor of commercial condo off|Invst Rel:Y|Title:member|Duties:Passive involvement. No duties or obligations|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2019-01-26
• S63 Uniform Securities Agent State Law Examination
  2017-10-05

Other Names

• Ellen Martha Wall
• Ellen Martha Currey
• Ellen Currey
• Ellen M Currey