Huntington Beach, CA Office
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Fidelity
Institution
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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
Huntington Beach CA
Advisors at this office
3
Advisors at this office
Corey T
Series 66
Huntington Beach, CA
Fidelity
Corey Tilton is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked previously at Bryson Financial, Equitable Advisors, and the University of Arizona. Outside of finance, he assists with billing at a dental office. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios with an emphasis on systematic methodologies and long-term asset allocation.
Zacary W
Series 66, Series 65
Huntington Beach, CA
Fidelity
Zacary White is a financial advisor at Fidelity with Series 65 and Series 66 credentials and three years of industry experience. His prior work includes a position at Equitable Advisors and roles outside the financial sector, including employment at Arroyo Trabuco Golf Club and Big 5 Sporting Goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of systematic methodologies, algorithmic research tools, and formal governance procedures.
Kevin B
Series 66
Huntington Beach, CA
Fidelity
Kevin Borrelli is a Planning Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2022 to 2024. From 2018 to 2022, he was employed as a Financial Solutions Advisor at Merrill. In his role as a Planning Consultant, Kevin focuses on engaging clients to understand their needs and goals, aiming to develop financial plans that provide peace of mind. He holds a CA Insurance License, which supports his work in financial planning and advising. Outside of his professional responsibilities, Kevin has interests in baseball, football, golf, movies, traveling, and family activities.
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