Cole Andrew Spathakis

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

• 08/2025 → Present
  Fidelity Investments
  Smithfield, RI
• 05/2021 → 06/2022
  Dodson'S Boatyard
  Stonington, CT
• 08/2023 → 08/2023
  The Barn
  Groton, CT
• 05/2024 → 08/2024
  Morgan Stanley
  Mystic, CT
• 06/2022 → 05/2025
  Coastal Gourmet Catering
  Old Saybrook, CT
• 06/2017 → 09/2017
  Unemployed
  Stonington, CT
• 05/2023 → 08/2023
  Gwenmor Marina
  Mystic, CT
• 05/2025 → 07/2025
  Mystic Market
  Mystic, CT
• 01/2020 → 05/2021
  Ocean Community Ymca
  Mystic, CT
• 09/2017 → 06/2021
  Stonington High School
  Pawcatuck, CT
• 09/2013 → 06/2017
  Mystic Middle School
  Mystic, CT

Exams

• S66 Uniform Combined State Law Examination
  2025-12-04

Other Names

• Cole A Spathakis
• Cole Spathkis