Haslet, TX Office

Team
Updated today
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Fidelity

Institution

Firm-wide stats for Fidelity

Total advisors

17,137

Across 1,881 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

Haslet TX

Advisors at this office

6

Advisors at this office

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Ryan M

CFP®, Series 63, Series 66

Haslet, TX

Fidelity

Ryan Marquardt is a CFP® with 18 years of industry experience currently at Fidelity. He has held various roles within Fidelity Investments and its affiliates since 2007. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an adviser to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
user avatar

Heath P

Series 66

Haslet, TX

Fidelity

Heath Parkman is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked across several Fidelity entities since 2016. Outside of finance, he owns and operates a custom farming and shredding business in Texas. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios.

Charitable giving & philanthropy Active portfolio management
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Theodore W

Series 66, Series 63

Haslet, TX

Fidelity

Theodore Walker III is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2014. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative and algorithmic methods to construct portfolios and serves in advisory roles for multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
user avatar

Kenneth R

Series 63, Series 66

Haslet, TX

Fidelity

Kenneth Roberts is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 28 years of industry experience. His career includes positions at Edward Jones and multiple roles within Fidelity since 2008. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
user avatar

Ryan E

Series 63, Series 66

Haslet, TX

Fidelity

Ryan Ewing is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at various Fidelity entities since 2012. Outside of his advisory role, Ewing coaches competitive youth soccer for ages 6 to 18 with the Dallas Texans Soccer Club. 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 and quantitative analysis, using algorithmic portfolio construction and model portfolios that include mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management

Robert D

Series 63, Series 65

Haslet, TX

Fidelity

Bobby DOYAL is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2022. In this position, he collaborates with clients and their Wealth Management Advisors to develop tailored comprehensive plans addressing the unique and complex needs of individuals and families. His focus is on providing high-level service and support to foster strong, meaningful, and long-lasting relationships with clients and their families. Prior to his current role, Bobby served as a High Net Worth Service Associate at Fidelity Investments from 2021 to 2022. Before joining Fidelity, he worked at Wells Fargo Bank N.A., where he held positions as a Licensed Relationship Banker from 2018 to 2021 and as a Service Manager from 2017 to 2018. Outside of his professional responsibilities, Bobby has personal interests that include baseball, cooking and baking, family activities, fishing, music, and outdoor adventures.

Wealth management
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