Lleyton Soares

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

• 09/2020 → 04/2024
  Bentley University
  Waltham, MA
• 06/2023 → 08/2023
  Johnson And Johnson|
  Raritan, NJ
• 04/2022 → 08/2022
  Neshanic Valley Golf Course
  Neshanic Station, NJ
• 04/2021 → 08/2021
  Amazon
  Somerset, NJ
• 01/2016 → 06/2024
  Usa Hockey
  Colorado Springs, CO
• 06/2024 → Present
  Fidelity Investments
  Princeton, NJ
• 01/2020 → 04/2024
  Metro Hockey League
  Flemington, NJ
• 08/2021 → 04/2022
  Bentley University
  Waltham, MA
• 08/2022 → 04/2023
  Bentley University
  Waltham, MA
• 08/2020 → 04/2021
  Bentley University
  Waltham, MA
• 08/2023 → 05/2024
  Bentley University
  Waltham, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-11-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Princeton, NJ
  Hillsborough, NJ

Other Businesses

OBA-110625|OrgNmn:Metro Hockey League|Org Addr:Flemington,New Jersey,US|OBA Nature:Hockey League|Invst Rel:N|Title:Founder/CFO|Duties:Budgeting, purchasing and general operations.|StrtDt:01-01-20|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-11-06

Other Names

• Lleyton Soares
• Lleyton Charles Soares