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Caroline Jane Bidwick

Strategic Advisers LLC

Brookeville, MD

Alexandria, VA

CRD 7949111

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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-09
MD RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-09
  • MD RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Brookeville, MD • United States

1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Olney MD 08/2016 06/2019
Koa Sports Potomac MD 05/2020 08/2021
Planet Fitness Scranton PA 08/2023 04/2024
Student Scranton PA 07/2019 05/2020
Ridgewells Bethesda MD 05/2024 06/2024
Fidelity Investments Alexandria VA 06/2024 Present
Student Scranton PA 08/2021 08/2023
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 06/2019
    Student
    Olney, MD
  • 05/2020 → 08/2021
    Koa Sports
    Potomac, MD
  • 08/2023 → 04/2024
    Planet Fitness
    Scranton, PA
  • 07/2019 → 05/2020
    Student
    Scranton, PA
  • 05/2024 → 06/2024
    Ridgewells
    Bethesda, MD
  • 06/2024 → Present
    Fidelity Investments
    Alexandria, VA
  • 08/2021 → 08/2023
    Student
    Scranton, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brookeville, MD
    Alexandria, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-06
  • S66 Uniform Combined State Law Examination
    2024-12-06
Other Names
  • Caroline J Bidwick
  • Caroline Jane Bidwick

View on SEC IAPD

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