Derek Michael Lawson

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

• 02/2018 → 06/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 09/2014 → 01/2018
  Silicon Valley Bank
  Tempe, AZ
• 05/2018 → 06/2021
  Bank Of America, N.A.
  Chandler, AZ
• 06/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chandler, AZ
  Beaverton, OR
• 2018-04-16 → 2021-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ

Other Businesses

OBA-132040|OrgNmn:City of Tigard Budget Committee|Org Addr:Tigard,Oregon,US|OBA Nature:Budget Committee for the City |Invst Rel:N|Title:Voting member|Duties:Vote on city budget related issues as an appointed community member|StrtDt:01-01-26|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2018-04-13

Designations

• Certified Financial Planner

Other Names

• Derek Lawson