Cade Best

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

• 06/2017 → 03/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 03/2017 → 06/2017
  Leeward Business Advisors
  Kenosha, WI
• 01/2014 → 05/2017
  Carthage College
  Kenosha, WI
• 06/2016 → 09/2016
  Leeward Business Advisors
  Kenosha, WI
• 09/2013 → 05/2017
  Carthage College
  Kenosha, WI
• 03/2019 → 08/2019
  Jpmorgan Securities Llc
  Chicago, IL
• 10/2019 → 08/2021
  E*Trade Securities Llc
  Chicago, IL
• 10/2019 → 08/2021
  E*Trade Capital Management Llc
  Chicago, IL
• 11/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Evanston, IL
  Salt Lake City, UT
• 2019-10-21 → 2021-09-03
  Harrisdirect Llc
  Arlington, VA
  Chicago, IL
• 2019-04-04 → 2019-09-06
  J.P. Morgan Securities Llc
  Chicago, IL
• 2017-09-25 → 2019-03-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2017-09-22

Other Names

• Cade C Best
• Cade Colton Best
• Cade Best