Steven S. Cornelius

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

• 02/2015 → 07/2023
  Transamerica Capital, Inc
  Denver, CO
• 08/2023 → Present
  Fidelity Investments
  Virginia Beach, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-09-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Virginia Beach, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-29
• S63 Uniform Securities Agent State Law Examination
  1999-02-17

Other Names

• Steven Scott Cornelius