Tanner Cypress

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

• 06/2019 → 06/2020
  Ottawa University
  Phoenix, AZ
• 10/2023 → 05/2024
  Equitable Advisors, Llc
  New York, NY
• 07/2020 → 09/2023
  Unemployed
  Scottsdale, AZ
• 09/2013 → 05/2017
  Northern Arizona University
  Flagstaff, AZ
• 05/2024 → Present
  Fidelity Investments
  Westlake, TX
• 05/2009 → 06/2019
  North Valley Construction
  Phoenix, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2023-12-19 → 2024-03-14
  Equitable Advisors, Llc
  Scottsdale, AZ

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2023-11-15

Other Names

• Tanner Cypress
• Tanner James Morris
• Tanner James Cypress