Tessa Mcleod

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

• 02/2022 → 09/2023
  Self-Employment/Contractor For Flecther Jones Management
  Everson, WA
• 10/2021 → 02/2022
  Unemployment
  Everson, WA
• 04/2021 → 10/2021
  Self-Employment/Contractor For Franklin Haney Company
  Everson, WA
• 09/2014 → 03/2021
  Saga Communications Llc/Cascade Radio Group
  Gross Pointe, MI
• 01/2015 → 03/2020
  Self-Employment/Contractor For Fame Trivia Usa Llc
  Everson, WA
• 09/2023 → Present
  Fidelity Investments
  Boca Raton, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Fort Lauderdale, FL
  Boca Raton, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-07
• S63 Uniform Securities Agent State Law Examination
  2023-11-06

Other Names

• Tessa Susann Mcleod