Liam P. Fitzgerald

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

• 12/2023 → Present
  Fidelity Investments
  Princeton, NJ
• 12/2020 → 11/2023
  Joseph W. Sorce Funeral Home
  West Nyack, NY
• 06/2022 → 08/2022
  Redwood Realty Advisors
  Elmsford, NY
• 06/2021 → 08/2021
  Hudson Water Club
  West Haverstraw, NY
• 12/2020 → 01/2021
  United Parcel Service
  Nanuet, NY
• 04/2020 → 08/2020
  Doordash
  San Francisco, CA
• 08/2019 → 04/2020
  University Of Scranton
  Scranton, PA
• 05/2017 → 07/2019
  Daveys Irish Pub
  Montvale, NJ
• 09/2014 → 05/2017
  Pearl River High School
  Pearl River, NY
• 08/2019 → 05/2023
  University Of Scranton
  Scranton, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-04-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Princeton, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-03-21

Other Names

• Liam Fitzgerald
• Liam Patrick Fitzgerald