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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States

Jackson, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Jackson MI 05/2014 02/2017
South-Side Deli Jackson MI 01/2019 03/2019
Ymca Of Jackson Mi Jackson MI 06/2019 03/2020
St Mary'S Star Of The Sea Jackson MI 07/2021 12/2021
Thirty-One Albny OH 08/2022 05/2023
Edustaff Grand Rapids MI 04/2022 05/2023
Energetic Wellness Jackson MI 08/2021 04/2023
Awe-Inspiring Studio Llc Jackson MI 02/2017 05/2023
Fidelity Investments Ann Arbor MI 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2014 → 02/2017
    Unemployed
    Jackson, MI
  • 01/2019 → 03/2019
    South-Side Deli
    Jackson, MI
  • 06/2019 → 03/2020
    Ymca Of Jackson Mi
    Jackson, MI
  • 07/2021 → 12/2021
    St Mary'S Star Of The Sea
    Jackson, MI
  • 08/2022 → 05/2023
    Thirty-One
    Albny, OH
  • 04/2022 → 05/2023
    Edustaff
    Grand Rapids, MI
  • 08/2021 → 04/2023
    Energetic Wellness
    Jackson, MI
  • 02/2017 → 05/2023
    Awe-Inspiring Studio Llc
    Jackson, MI
  • 05/2023 → Present
    Fidelity Investments
    Ann Arbor, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ann Arbor, MI
Other Businesses

OBA-131747|OrgNmn:State of Michigan|Org Addr:Jackson,Michigan,US|OBA Nature: My husband's sister lives wit|Invst Rel:N|Title:Home Help Assistant|Duties:Helping my sister-in-law with ADL's, grocery shopping, personal care, meal prep etc. I take care of her as I do my own children.|StrtDt:|TotHrs/mon:30|TrdHrs/mon:8|OBA-99380|OrgNmn:State of Michigan Board of Law Examiners, |Org Addr:lansing,Michigan,US|OBA Nature:Proctoring the State Bar exam.|Invst Rel:N|Title:Special Accomodations Proctor|Duties:This position is very flexible. They email to see if I am available to proctor and if not they contact me at the next exam. There are two exam|StrtDt:07-25-22|TotHrs/mon:2|TrdHrs/mon:2|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-23
S63 Uniform Securities Agent State Law Examination 2023-10-16
  • S66 Uniform Combined State Law Examination
    2024-04-23
  • S63 Uniform Securities Agent State Law Examination
    2023-10-16
Other Names
  • Jessica Marie Reynolds

View on SEC IAPD

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