Lesley A. Pinney

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

• 07/2016 → 05/2017
  Capital One Bank
  Sugar Land, TX
• 05/2017 → 07/2018
  Capital One Investing, Llc
  Sugar Land, TX
• 08/2017 → 07/2018
  Capital One Advisors, Llc
  Sugar Land, TX
• 07/2018 → 08/2022
  Woodbury Financial Services, Inc.
  Sugar Land, TX
• 08/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Richmond, TX
• 2018-07-11 → 2022-08-23
  Woodbury Financial Services, Inc.
  Sugar Land, TX
  Houston, TX
• 2017-08-22 → 2018-07-11
  Capital One Advisors, Llc
  Sugar Land, TX
  Mclean, VA

Other Businesses

OBA-95400|OrgNmn:Lesley Pinney DBA Lesley Pinney|Org Addr:Richmond,Texas,US|OBA Nature:Design (planners, agendas, jou|Invst Rel:N|Title:Sole Proprietor|Duties:None|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2017-08-21

Other Names

• Lesley Anne Pinney
• Lesley Randolph
• Lesley Anne Randolph