Frederick P Brodie

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

• 09/1999 → Present
  Fidelity Brokerage Services, Inc.
  Philiadelphia, PA
• 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
  Villanova, PA
  Philadelphia, PA
• 2001-05-03 → 2018-07-13
  Strategic Advisers Llc
  King Of Prussia, PA

Other Businesses

OBA-8974|OrgNmn:The Savoy Company|Org Addr:Norristown,Pennsylvan,US|OBA Nature:Non profit Theater company|Invst Rel:Y|Title:Investment Committee Member|Duties:Work with Board to determine goals for funds and create investment policy and assist with allocation|StrtDt:09-30-16|TotHrs/mon:3|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2000-10-03
• S63 Uniform Securities Agent State Law Examination
  1999-03-16

Other Names

• Frederick Peter Brodie
• Frederick Peter Brodie
• Frederick Peter Brodie