Lauren Cooney

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

• 06/2017 → 08/2020
  Crestwood Lake
  Allendale, NJ
• 03/2022 → 09/2022
  Charter Communications Spectrum
  Stamford, CT
• 08/2019 → 05/2023
  Lafayette College
  Easton, PA
• 05/2024 → Present
  Fidelity Investments
  Paramus, NJ
• 06/2023 → 05/2024
  Unemployed
  Allendale, NJ
• 06/2021 → 08/2021
  Kathy Santo Dog Training
  Waldwick, NJ
• 11/2021 → 05/2023
  Lafayette College Gateway Career Center
  Easton, PA
• 09/2015 → 06/2019
  Northern Highlands Regional High School
  Allendale, NJ
• 06/2019 → 08/2019
  Crestwood Lake
  Allendale, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-10-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Paramus, NJ
  Allendale, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-10-04