King of Prussia, PA 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
King of Prussia PA
Advisors at this office
3
Advisors at this office
Bryan K
Series 63, Series 66
King of Prussia, PA
Fidelity
Bryan Kinman is a financial advisor at Fidelity with 21 years of industry experience. He previously worked at The Vanguard Group from 2004 to 2021 before joining Fidelity in 2022. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.
Laurore D
Series 63, Series 65
King of Prussia, PA
Fidelity
Laurore Duclair is a financial advisor with Fidelity Investments in King of Prussia, PA, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Fidelity, Duclair held roles at firms including RBC Capital Markets and Wells Fargo. Outside of finance, Duclair works as a freelance photographer and videographer. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory mandates.
Nolan W
Series 66
King of Prussia, PA
Fidelity
Nolan Wlock is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He previously worked at Vanguard and JG Wentworth. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.
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