Anthony Wayne Hadd

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

• 08/2011 → 10/2019
  Five Points Dental
  Fl, FL
• 01/2024 → 02/2024
  Turbodebt
  Fl, FL
• 03/2020 → 05/2020
  Unemployed
  Fl, FL
• 06/2023 → 02/2024
  Crown Home Mortgage
  Fl, FL
• 06/2023 → 12/2023
  Turbodebt
  Fl, FL
• 03/2023 → 06/2023
  Promise Mortgage
  Fl, FL
• 03/2024 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2021 → 06/2023
  Fetner And Hartigan Periodontics And Implants
  Fl, FL
• 12/2023 → 01/2024
  Zuzick Organization Globe Life American Income Division
  Ri, RI
• 10/2019 → 03/2020
  Clearchoice Dental Implant Center
  Fl, FL
• 05/2020 → 03/2021
  Jax Oms
  Fl, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-09-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-06-20

Other Names

• Anthony W Hadd