Dean Yoder

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

• 01/2018 → 12/2018
  Nationwide Investment Services Corp
  Columbus, OH
• 05/2016 → 07/2017
  Dhl Supply Chain
  Columbus, OH
• 10/2017 → 12/2017
  Randstad/Nationwide Insurance
  Columbus, OH
• 08/2014 → 12/2017
  The Ohio State University
  Columbus, OH
• 01/2019 → 12/2020
  Jackson National Life Distributors Llc
  Franklin, TN
• 01/2021 → 12/2021
  The Leaders Group, Inc.
  Littleton, CO
• 01/2021 → 12/2021
  Dpl Financial Partners
  Louisville, KY
• 03/2022 → Present
  Fidelity Investments
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Merrimack, NH
  Nashville, TN
  Nashville, TN

Exams

• S66 Uniform Combined State Law Examination
  2022-04-25
• S63 Uniform Securities Agent State Law Examination
  2019-01-25

Other Names

• Dean Addison Yoder