Gabriel Max Wooten

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

• 08/2018 → 06/2019
  Narragansett Highschool
  Narragansett, RI
• 09/2021 → 11/2021
  Wings Over Athens
  Athens, OH
• 12/2019 → 01/2020
  United Parcel Service
  Narragansett, RI
• 11/2021 → 05/2022
  Ohio University
  Athens, OH
• 05/2020 → 12/2020
  Pier Pizza
  Wakefield, RI
• 05/2022 → 03/2024
  Thrivemore Brands
  Huntersville, NC
• 04/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 08/2019 → 12/2020
  Ohio University
  Athens, OH
• 06/2018 → 08/2018
  Spain Of Narragansett
  Narragansett, RI
• 08/2019 → 12/2019
  Ohio University
  Athens, OH
• 05/2020 → 08/2020
  Spain Of Narragansett
  Narragansett, RI
• 06/2017 → 07/2017
  Coast Guard House
  Narragansett, RI
• 12/2020 → 09/2021
  Ohio University
  Athens, OH
• 08/2016 → 06/2017
  Narragansett Highschool
  Narragansett, RI
• 07/2017 → 08/2017
  Two Ten Oyster Bar And Grill
  Wakefield, RI
• 01/2020 → 05/2020
  Ohio University
  Athens, OH
• 06/2019 → 08/2019
  Surv By Rent Sons
  Newport, RI
• 08/2017 → 06/2018
  Narragansett Highschool
  Narragansett, RI

Exams

• S66 Uniform Combined State Law Examination
  2025-05-27
• S63 Uniform Securities Agent State Law Examination
  2024-08-05

Other Names

• Gabriel M Wooten
• Gabriel Wooten