Garrett G. Gillette

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

• 11/2017 → 03/2020
  Citizens Bank
  Harrisburg, PA
• 04/2017 → 10/2017
  Northwestern Mutual
  Mechanicsburg, PA
• 01/2018 → 03/2020
  Citizens Securities, Inc
  Harrisburg, PA
• 04/2020 → 06/2021
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 04/2020 → 06/2021
  Cuna Mutual Group
  Waverly, IA
• 06/2021 → 08/2023
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2018 → 12/2019
  Pennsylvania State University (Harrisburg Campus)
  Middletown, PA
• 08/2012 → 08/2017
  Indiana University Of Pennsylvania
  Indiana, PA
• 05/2017 → 07/2017
  University Of Duisburg-Essen
  Duisburg
• 05/2022 → 08/2022
  Daughin Highlands Golf Course
  Harrisburg, PA
• 08/2023 → Present
  Fidelity Investments
  Washington, DC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-10-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Washington, DC
• 2021-08-24 → 2023-08-28
  Vanguard Advisers, Inc.
  Malvern, PA
• 2020-06-02 → 2021-06-28
  Cuna Brokerage Services, Inc.
  Harrisburg, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-01
• S63 Uniform Securities Agent State Law Examination
  2018-03-07

Other Names

• Garrett Gustave Gillette
• Garrett Gillette