Henrico, VA 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

Henrico VA

Advisors at this office

5

Advisors at this office

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Stephanie T

Series 66, Series 63

Henrico, VA

Fidelity

Stephanie Tibbs is a financial advisor at Fidelity with six years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work experience includes roles at Wells Fargo Clearing Services and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and advisory role to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management

Jason N

Series 66

Henrico, VA

Fidelity

Jason Naperala is currently an Investment Solutions Representative III at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aimed at achieving their financial goals. He has been with Fidelity Investments since 2023, progressing through roles including Investment Solutions Representative and Fixed Income Specialist. Prior to joining Fidelity, Jason worked as an Internal Wholesaler at Syabrus Partners in 2022 and as a Financial Advisor at Prudential from 2020 to 2022. His experience spans various aspects of financial advising and investment solutions. No information about his education, credentials, personal interests, or community involvement has been provided.

Wealth management
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Allison B

Series 66

Henrico, VA

Fidelity

Allison Buchik is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. She has worked at Fidelity since 2021, following a brief tenure at Ameriprise Financial and prior roles outside the investment field. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies, use of AI in research, and delivery of model portfolios to intermediary platforms.

Charitable giving & philanthropy Active portfolio management
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Michael R

Series 66

Henrico, VA

Fidelity

Michael Ramkey Jr. is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Cornerstone Senior Services LLC. Ramkey’s current role at Fidelity began in 2021. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to various clients, including retail and institutional investors. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and serves roles such as commodity pool operator and advisor to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Christin B

Series 66

Henrico, VA

Fidelity

Christin Bonomonte is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior experience at Kestra Financial, LPL Financial, and The Main Street Group. Bonomonte serves on the board of directors for Forward Foundation RVA, a nonprofit organization supporting women through classes, counseling, and family services. Christin is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
View complete list of advisors at this office
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