Darwin Glenn Buhler

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

• 02/2000 → Present
  Fidelity Brokerage Services, Inc.
  Salt Lake City, UT
• 02/2000 → Present
  Strategic Advisers
  Bellevue, WA
• 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
  Lone Tree, CO
  Highlands Ranch, CO
• 2003-06-24 → 2018-07-13
  Strategic Advisers Llc
  Tukwila, WA
  Glendale, AZ
  Bellevue, WA
  Lone Tree, CO

Other Businesses

OBA-126153|OrgNmn:Certified Financial Planner Board of Standards, INC. |Org Addr:Washington,District o,US|OBA Nature:Hearing Panel Committe Member|Invst Rel:Y|Title:Decipline and Ethics Committee Me|Duties:Being on the Decipline and Ethics Committee panel to hear disciplinary and ethics cases for the the CFP Board, Comittee Member |StrtDt:02-11-26|TotHrs/mon:10|TrdHrs/mon:6|

Exams

• S66 Uniform Combined State Law Examination
  2003-06-23

Other Names

• Darwin Glenn Buhler
• Darwin Glenn Buhler
• Darwin (Glenn) G Buhler
• Darwin G Buhler