Adam Szerlag

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

• 08/2017 → 10/2021
  Lakelands Golf And Country Club
  Brighton, MI
• 05/2022 → 08/2022
  Oakee Investment Services
  Sarasota, MI
• 09/2019 → 05/2023
  Grand Valley State University
  Allendale, MI
• 09/2012 → 09/2019
  Brighton Area Schools
  Brighton, MI
• 06/2023 → Present
  Fidelity
  Ann Arbor, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ann Arbor, MI

Exams

• S66 Uniform Combined State Law Examination
  2023-11-01

Other Names

• Adam David Szerlag