Meredith E Lopez

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

• 09/1998 → Present
  Fidelity Brokerage Services, Inc.
  Braintree, MA
• 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
  Boston, MA
• 2000-02-25 → 2018-07-13
  Strategic Advisers Llc
  Boston, MA
  Braintree, MA

Other Businesses

OBA-122850|OrgNmn:SOWMA|Org Addr:EAST BRIDG,Massachuse,US|OBA Nature:serving on board of directors.|Invst Rel:N|Title:Board member|Duties:serving on committee re: mentoring children, involvement in policy decisions/strategy|StrtDt:10-31-25|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-05
• S63 Uniform Securities Agent State Law Examination
  1999-06-21

Designations

• Certified Financial Planner

Other Names

• Meredith Eleanor Quimby
• Meredith Eleanor Lopez