Susan F. Graham

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

• 10/2014 → 11/2016
  Aig Sunamerica
  Woodland Hills, CA
• 11/2016 → 09/2017
  Unemployed
  Jersey City, NJ
• 09/2017 → 01/2018
  Axa Advisors, Llc
  New York, NY
• 08/2018 → 10/2018
  Minnesota Life
  St. Paul, MN
• 08/2018 → 10/2018
  Securian Financial Services Inc.
  St. Paul, MN
• 08/2018 → 10/2018
  Evershore Financial
  Orlando, FL
• 02/2018 → 08/2018
  Unemployed
  Ormond Beach, FL
• 12/2018 → 12/2020
  Symetra Life Insurance Company
  Bellevue, WA
• 12/2018 → 12/2020
  Symetra Securities, Inc.
  Bellevue, WA
• 07/2021 → Present
  Fidelity Investments
  Orlando, FL
• 01/2021 → 06/2021
  Unemployed
  Maitland, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Maitland, FL
• 2006-03-20 → 2014-06-12
  Ast Investment Services, Inc.
  Shelton, CT
• 2003-02-26 → 2004-03-25
  American Skandia Advisory Services, Inc.
  Shelton, CT

Other Businesses

OBA-61836|OrgNmn:BFF 29 Seaside LLC|Org Addr:Maitland,Florida,US|OBA Nature:It is an account funded with m|Invst Rel:N|Title:Manager and Trustee|Duties:sending monthly payment to the Assisted Living Facility my brother resides at.|StrtDt:08-12-21|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-09-23
• S65 Uniform Investment Adviser Law Examination
  2001-02-27
• S63 Uniform Securities Agent State Law Examination
  1988-06-22

Other Names

• Susan Helen Forde
• Susan H Forde
• Susan Forde Graham
• Susan F Graham