Randi Tetreault

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

• 08/2021 → 01/2023
  Renaissance Acadamie
  Provo, UT
• 05/2020 → 08/2022
  Utah Community Credit Union
  American Fork, UT
• 03/2020 → 05/2020
  Unemployed
  Las Vegas, NV
• 12/2019 → 03/2020
  Dennys Inc
  Las Vegas, NV
• 09/2019 → 12/2019
  Brigham Young University- Idaho
  Rexburg, ID
• 04/2019 → 09/2019
  Utah Community Credit Union
  Saratoga Springs, UT
• 02/2019 → 04/2019
  Unemployed
  Sandy Valley, NV
• 09/2017 → 02/2019
  Church Of Jesus Christ Of Latter-Day Saints
  Farmington, MI
• 04/2017 → 09/2017
  Unemployed
  Sandy Valley, NV
• 09/2016 → 04/2017
  Brigham Young University- Idaho
  Rexburg, ID
• 06/2016 → 09/2016
  Kate Spade New York
  Primm, NV
• 04/2023 → Present
  Fidelity Investments
  American Fork, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-11-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  American Fork, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2024-10-18

Other Names

• Randi Susan Tetreault
• Randi Tetreault