Cody Kirschbaum

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

• 05/2017 → 08/2017
  Baystate Medical Center
  Springfield, MA
• 07/2020 → 05/2024
  Genesys Diagnostics Inc.
  New London, CT
• 01/2017 → 12/2019
  University Of Connecticut
  Storrs, CT
• 05/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 08/2015 → 01/2017
  Boston College
  Chestnut Hill, MA
• 05/2018 → 08/2018
  Hartford Hospital
  Hartford, CT
• 12/2019 → 07/2020
  Unemployed
  -, CT

Exams

• S66 Uniform Combined State Law Examination
  2025-08-29
• S63 Uniform Securities Agent State Law Examination
  2024-08-22

Other Names

• Cody Kirschbaum
• Cody Adam Kirschbaum