Barry Hays Hays

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

• 07/1998 → 03/2020
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 03/2020 → 09/2020
  Dew Wealth Management
  Scotttsdale, AZ
• 11/2020 → Present
  Fidelity Investments
  Phoenix, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-01-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Phoenix, AZ
• 2020-05-22 → 2020-10-01
  Dew Wealth Management
  Scottsdale, AZ
• 2015-08-07 → 2020-03-13
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-04
• S63 Uniform Securities Agent State Law Examination
  2000-01-24

Designations

• Certified Financial Planner

Other Names

• Barry Clifford Hays