Torrell Ackles

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

• 04/2023 → Present
  Fidelity Investments
  Durham, NC
• 12/2022 → 01/2023
  Closet Factory
  Apex, NC
• 10/2021 → 12/2022
  Overhead Door Co
  Raleigh, NC
• 10/2020 → 01/2021
  United States Postal Service
  Nashua, NH
• 11/2019 → 01/2020
  Lid's
  South Burlington, VT
• 07/2016 → 09/2019
  Bbl Builders
  Middleborough, MA
• 01/2021 → 10/2021
  Unemployed
  Nashua, NH
• 09/2019 → 11/2019
  Unemployed
  Bridgewater, MA
• 02/2023 → 03/2023
  Unemployed
  Pittsboro, MA
• 02/2020 → 09/2020
  Unemployed
  Nashua, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-05-30
• S63 Uniform Securities Agent State Law Examination
  2023-07-20