Tyler Lozier

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

• 09/2017 → 01/2022
  Wells Fargo Bank, Na
  Olympia, WA
• 05/2018 → 01/2022
  Wells Fargo Clearing Services, Llc
  Olympia, WA
• 08/2017 → 09/2017
  Total Wine & More
  Olympia, WA
• 07/2017 → 08/2017
  Alaska Airlines
  Kent, WA
• 06/2017 → 07/2017
  Unemployment
  Olympia, WA
• 02/2014 → 06/2017
  Holland America Line
  Seattle, WA
• 01/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tenino, WA
• 2018-09-04 → 2022-01-13
  Wells Fargo Clearing Services, Llc
  Olympia, WA
  Seattle, WA
  Lacey, WA
  Lacey, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-04
• S63 Uniform Securities Agent State Law Examination
  2018-08-10

Other Names

• Tyler Lozier
• Tyler James Lozier