Isaiah Gash

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

• 01/2016 → 05/2017
  The Rock Garden Weddings And Event Venue
  Green Bay, WI
• 08/2020 → 06/2024
  University Of Michigan
  Ann Arbor, MI
• 07/2024 → Present
  Fidelity Investments
  Charlotte, NC
• 03/2024 → 07/2024
  Walnut Creek Country Club
  South Lyon, MI
• 03/2017 → 08/2020
  Unemployed
  Green Bay, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-11-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Charlotte, NC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-11-08

Other Names

• Isaiah Gash
• Isaiah Walter Gash