Lancaster, NY Office
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Fidelity
Institution
Firm-wide stats for Fidelity
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
Lancaster NY
Advisors at this office
2
Advisors at this office
Michael B
CFP®, Series 63, Series 65
Lancaster, NY
Fidelity
Michael Bergum is currently Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2020, initially serving as a Financial Consultant. Prior to joining Fidelity, Michael held positions as a Wealth Management Advisor at TIAA from 2015 to 2020 and as a Financial Advisor at Key Investment Services from 2012 to 2015. He began his financial advisory career at HSBC Securities from 2007 to 2012 and previously worked as a Premier Client Manager at Bank of America between 2002 and 2007. Michael's professional focus is on helping clients in Western New York develop sound financial plans through a flexible planning process. He aims to build long-lasting, multi-generational relationships with clients, assisting them in navigating significant life events and challenges with confidence.
William S
Series 63, Series 66
Lancaster, NY
Fidelity
William Stark III is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Fidelity Investments since 2011, including roles with Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs, and it maintains formal advisory roles and governance procedures for multiple registered investment companies.
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