Felicia Leigh Teater

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

• 08/2021 → 04/2022
  Aerie
  Florida, FL
• 01/2024 → Present
  Fidelity Investments
  Jacksonville, FL
• 04/2022 → 01/2024
  Free People
  Fl, FL
• 01/2017 → 08/2021
  Old Navy
  Florida, FL
• 01/2016 → 11/2016
  Altar'D State
  Florida, FL
• 09/2016 → 01/2017
  Three Tree Coffee
  Georgia, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

OBA-106356|OrgNmn:Poshmark|Org Addr:Redwood Ci,California,US|OBA Nature:Re-selling old clothing.|Invst Rel:N|Title:Poshmark Seller |Duties:I am selling some old clothing to clear out my closet, there is a minimum threshold that they have for having to send a 1099-K form and I met |StrtDt:11-16-23|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-07-22

Other Names

• Felicia L Teater
• Felicia Guerriero
• Felicia Teater