Adam Rex Wagner

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

• 11/2014 → 04/2021
  Wells Fargo Bank, Na
  Denver, CO
• 02/2018 → 04/2021
  Wells Fargo Clearing Services, Llc
  Denver, CO
• 05/2021 → 11/2022
  Robinhood Financial, Llc
  Denver, CO
• 06/2022 → 11/2022
  Robinhood Markets, Inc
  Denver, CO
• 11/2022 → 01/2023
  United Parcel Service
  Denver, CO
• 01/2023 → Present
  Fidelity Investments
  Denver, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2021-01-13 → 2021-04-27
  Wells Fargo Clearing Services, Llc
  Denver, CO
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2021-01-13
• S63 Uniform Securities Agent State Law Examination
  2018-06-08

Other Names

• Adam Wagner
• Adam Rex Wagner