Las Vega, NV Office

Team
Updated today
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Fidelity

Institution

Firm-wide stats for Fidelity

Total advisors

17,089

Across 1,879 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

Las Vega NV

Advisors at this office

28

Advisors at this office

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Brett B

Series 63, Series 66

Las Vegas, NV

Fidelity

Brett Belt is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at GWFS Equities, Inc. for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Charitable giving & philanthropy Active portfolio management
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Alec R

Series 63, Series 66

Las Vegas, NV

Fidelity

Alec Risso is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including Edward Jones and Wells Fargo. His current role at Fidelity began in 2022. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a diverse range of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Mark Y

CFP®, Series 63, Series 66

Las Vegas, NV

Fidelity

Mark Yontz is a CFP®-credentialed financial advisor at Fidelity with 12 years of industry experience. He has held positions within Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. His current role at Fidelity began in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering systematic model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Maricela A

Series 66

Las Vegas, NV

Fidelity

Maricela Abdishou is a financial advisor at Fidelity with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Clearing. Abdishou also serves as a board member on the Family Selection Committee for Habitat for Humanity Stanislaus County. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Charitable giving & philanthropy Active portfolio management
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Timothy C

Series 66

Las Vegas, NV

Fidelity

Timothy Cox is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Kingswood Capital Partners, Edward Jones, and M Stevens Wealth Advisors. His current role is with Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Craig K

Series 63, Series 65

Las Vegas, NV

Fidelity

Craig Knight Jr. is a financial advisor with Fidelity Investments in Las Vegas, NV, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to Fidelity, he worked at Ameriprise Financial Services and has experience in bookkeeping and courier services through his side businesses. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across multiple asset classes.

Charitable giving & philanthropy Active portfolio management
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Lisa H

Series 63, Series 66

Las Vegas, NV

Fidelity

Lisa Hunt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and Nexa Mortgage LLC. She is based in Las Vegas, NV. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Charitable giving & philanthropy Active portfolio management
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Aaron J

Series 66

Las Vegas, NV

Fidelity

Aaron Jacoby is a financial advisor with Fidelity in Las Vegas, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Wells Capital Group, PlanMember Securities Corporation, Bank of America, Merrill, and self-employment since 2016. Outside of his advisory work, he tutors students in math and science as an independent contractor. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, with notable features including its role as a commodity pool operator and the use of AI in its investment process.

Charitable giving & philanthropy Active portfolio management
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Daniel S

Series 63, Series 65

Las Vegas, NV

Fidelity

Daniel Saravia is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Ameriprise Financial, U.S. Bank, and The Home Depot. Outside of finance, he creates AI-themed and entertainment content on a YouTube channel called Allusion Tea. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Charitable giving & philanthropy Active portfolio management
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Tiana L

Series 63, Series 66

Las Vegas, NV

Fidelity

Tiana Loftlin is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, The Vanguard Group, and GWFS Equities. Loftlin is based in Las Vegas, NV. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Charitable giving & philanthropy Active portfolio management
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Samuel F

Series 66

Las Vegas, NV

Fidelity

Samuel Fejfar is a Series 66 licensed advisor with Fidelity Investments, based in Henderson, Nevada, and has one year of industry experience. Prior to joining Fidelity, he held various roles including work in real estate as a licensed REALTOR with Simply Vegas Real Estate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Kelechi O

Series 66

Las Vegas, NV

Fidelity

Kelechi Obilor is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked with Ameriprise Financial Services and Fidelity Investments. Fidelity's Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and has a formal advisory role to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Bradford C

Series 63, Series 65

Las Vegas, NV

Fidelity

Bradford Cook is a financial advisor with Fidelity Investments in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Waddell & Reed, TIAA-CREF, and Global Financial Private Capital. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to both retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios from a broad investable universe and maintaining oversight of sub-advisers and share class evaluations.

Charitable giving & philanthropy Active portfolio management
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Kristina B

Series 66

Las Vegas, NV

Fidelity

Kristina Besstchetnaya is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has worked at Merrill and Tiffany & Co, among other firms. Outside of her advisory role, she is involved in managing administrative operations for a gymnastics business founded by her spouse. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction.

Charitable giving & philanthropy Active portfolio management
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Austin S

Series 66

Las Vegas, NV

Fidelity

Austin Saxon is a financial advisor with Fidelity Investments, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Waddell & Reed. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory mandates, model portfolios, and registered investment companies.

Charitable giving & philanthropy Active portfolio management
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