Fairfield, CT Office

Team
Updated today
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Fidelity

Institution

Firm-wide stats for Fidelity

Total advisors

17,089

Across 1,879 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

Fairfield CT

Advisors at this office

5

Advisors at this office

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Scott L

CFP®, Series 66

Fairfield, CT

Fidelity

Scott Langlais is a CFP®-designated financial advisor with 27 years of industry experience, currently with Fidelity. He has previously worked at LPL Financial and MONECO Advisors and has spent multiple years with Fidelity Investments and its brokerage services. Outside of finance, Langlais is a partner in an indoor golf simulator business in Fairfield, Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Charitable giving & philanthropy Active portfolio management
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Colleen M

CFP®, Series 63, Series 66

Fairfield, CT

Fidelity

Colleen May is a CFP® certified financial advisor with Fidelity in Fairfield, CT, bringing nine years of industry experience. Her career includes roles at Fidelity Investments since 2017, along with prior experience at Providence College and ParsonsKellogg. She is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

Charitable giving & philanthropy Active portfolio management
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Loren G

Series 63, Series 66

Fairfield, CT

Fidelity

Loren Gough is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Fidelity Investments since 2000, including roles at Strategic Advisers and Fidelity Personal and Workplace Advisors. Outside of his advisory role, he is a classic car owner involved in a vintage car and truck rental activity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds several distinctive regulatory roles uncommon among large institutional peers.

Charitable giving & philanthropy Active portfolio management

Susan G

Series 63, Series 65

Fairfield, CT

Fidelity

Susan Galley is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2025. In this role, she works closely with high-net-worth families, focusing on building strong client relationships and providing guidance to help clients utilize Fidelity's resources effectively. Prior to her current role, Susan served as a Central Relationship Manager at Fidelity Investments from 2023 to 2025. Her professional experience also includes positions as a Territory Specialist at Franklin Templeton from 2021 to 2023, an Investment Advisor Representative at Aspectuck Financial Management, LLC from 2019 to 2021, and as Sales and Marketing Director and COO at SSR LLC from 2017 to 2019.

Wealth management
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Aaron F

Series 63, Series 66

Fairfield, CT

Fidelity

Aaron Francis is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked within various Fidelity entities since 2005, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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