Bellevue, WA Office
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Fidelity
Institution
Firm-wide stats for Fidelity
About
Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, including retail and institutional investors, an IRS‑qualified Charitable Gift Fund, and registered investment companies. Its services include discretionary portfolio management, non‑discretionary advisory work, fund advisory (including multi‑manager and fund‑of‑funds structures), management and consulting, and delivery of model portfolios to intermediary platforms.
The firm’s investment process blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction; model portfolios are constructed from an investable universe of mutual funds, ETFs, and ETPs using systematic methodologies and long‑term asset allocation benchmarks. Strategic Advisers may delegate day‑to‑day management to affiliated or unaffiliated sub‑advisers, applies oversight controls, and evaluates share classes and allocations with the stated aim of addressing related conflicts of interest.
Distinctive features noted in the brochure include Strategic Advisers’ registration with the CFTC as a commodity pool operator and membership in the NFA, and its formal advisory role to multiple registered investment companies and fund‑of‑funds—activities that are less common among large institutional peers. The brochure also highlights its role in constructing and delivering model portfolios for Fidelity Institutional Wealth Adviser, its documented use of algorithmic methods and AI/LLMs in research, and established proxy‑voting and governance procedures for the funds it advises.
Based on Fidelity
Location
Bellevue WA
Advisors at this office
3
Advisors at this office
Bradford R
CFP®, Series 63, Series 66
Bellevue, WA
Fidelity
Bradford Richardson is a Financial Consultant at Fidelity Investments, where he has been working since 2018. In this role, he collaborates individually with a select group of clients and their families to assist them in working toward their financial security by providing a range of financial products and services tailored to their unique situations and goals. Prior to his current position, Bradford gained experience as an Investment Consultant at TD Ameritrade from 2015 to 2018, and as a Wealth Manager at USAA from 2011 to 2015. He has held Certified Financial Planner roles at several firms including Chase Investments, CUSO Financial Services, Raymond James & Associates, and Charles Schwab, spanning from 1995 to 2011. Outside of his professional work, Bradford has interests in football and kayaking.
Keith W
Series 63, Series 66
Bellevue, WA
Fidelity
Keith Woodcox is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity since 1998, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Licensed Representative. Throughout his career, Keith has focused on understanding his clients' financial goals and helping them achieve clarity and focus in their financial plans. He holds a California Insurance License, supporting his work in financial consulting and planning. Keith emphasizes the importance of identifying what matters most to his clients, often exploring beyond their stated needs to provide tailored financial guidance.
April J
Series 63, Series 66
Bellevue, WA
Fidelity
April Jones is the Vice President and Executive Planning Consultant at Fidelity Investments, a role she has held since 2021. In this capacity, she partners with clients to integrate their benefits into comprehensive financial plans, focusing on areas such as retirement planning, income protection, tax-efficient investment strategies, and facilitating family financial conversations. Her career at Fidelity Investments spans over a decade, beginning in 2011 as a College Planning Specialist. She has held various positions including Relationship Manager, Wealth Management Relationship Manager, and Financial Consultant, gaining extensive experience in wealth management and client relationship development. This progressive experience informs her current approach to executive financial planning.
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