Travis H. Warner

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

• 04/2024 → Present
  Fidelity Investments
  Merrimack, NH
• 10/2014 → 03/2024
  Bean Group Real Estate
  Nh, NH
• 03/2004 → 03/2024
  Laundry 66, Llc
  Nh, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Amherst, NH
  Merrimack, NH

Other Businesses

OBA-108862|OrgNmn:Laundry 66, LLC|Org Addr:Manchester,New Hampsh,US|OBA Nature:Laundromat|Invst Rel:N|Title:Partner|Duties:Owner|StrtDt:04-22-24|TotHrs/mon:12|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-08-15

Other Names

• Travis H Warner
• Travis Warner