Durham, NC Office

Team
Updated today
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Fidelity

Institution

Firm-wide stats for Fidelity

Total advisors

17,021

Across 1,875 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

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

Expertise

Charitable giving & philanthropy Active portfolio management

Based on Fidelity

Location

Durham NC

Advisors at this office

5

Advisors at this office

user avatar

Benjamen P

Series 63, Series 66

Durham, NC

Fidelity

Benjamen Parker is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2008 and has been part of Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Charitable giving & philanthropy Active portfolio management
user avatar

Laura R

CFP®, Series 63, Series 65

Durham, NC

Fidelity

Laura Radko is a CFP® with over 30 years of experience in the financial industry. She has worked at Fidelity Personal and Workplace Advisors since 2018 and has been with various Fidelity entities since 2009. She is based in Durham, NC. Her firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios.

Charitable giving & philanthropy Active portfolio management
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Matthew D

Series 66

Durham, NC

Fidelity

Matthew Desocio is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2021, with prior employment including roles at East Carolina University and Jaguar Land Rover of Raleigh. Fidelity's Strategic Advisers LLC, where Desocio is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Charitable giving & philanthropy Active portfolio management

Zachery R

Series 66

Durham, NC

Fidelity

Zachery Ruetsch is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Solutions Representative II at Fidelity Investments from 2022 to 2025 and worked as a Financial Service Representative at Merrill from 2020 to 2021. He holds an Arkansas Insurance License. Zachery focuses on helping individuals and families build a confident financial future by developing personalized strategies aligned with their goals and values. He emphasizes building lasting relationships based on trust and genuine understanding as the foundation of effective financial guidance. Outside of his professional work, Zachery has personal interests that include fitness, food, golf, movies, outdoor adventures, and pets.

Wealth management

Jordan M

Series 66

Durham, NC

Fidelity

Jordan Mermet is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. He works with executives to simplify complex benefit programs and develop tailored financial plans aligned with their long-term goals. Jordan employs a consultative approach to help clients navigate financial decisions and build lasting relationships with Fidelity. Jordan joined Fidelity Investments in 2021, gaining progressive experience through roles including Investment Solutions Representative I, II, and III before advancing to his current position. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Jordan has interests in food, outdoor adventures, pets, skiing, soccer, and traveling.

Retirement income strategy Income planning Wealth management Executive
View complete list of advisors at this office
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