Milwaukee, WI 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
Milwaukee WI
Advisors at this office
3
Advisors at this office
Hudson K
Series 66
Milwaukee, WI
Fidelity
Hudson Kugel is a financial advisor with Fidelity in Milwaukee, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Equitable Advisors, Cutler Financial Group, and LPL Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a broad universe of mutual funds, ETFs, and ETPs.
Frederick B
Series 66
Milwaukee, WI
Fidelity
Frederick Ballenger is a financial advisor at Fidelity with 11 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and PNC Bank. At Fidelity, he has been associated with the firm since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and plays a formal advisory role to multiple funds, utilizing systematic methodologies and established governance procedures.
William F
Series 63, Series 66
Milwaukee, WI
Fidelity
William Fieber is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served in various capacities at Fidelity Investments including Investment Consultant (2023-2024), Fixed Income Specialist (2022-2023), and Investment Solutions Representative (2021-2022). He began his financial services career as a Client Service Associate at J.P. Morgan Securities from 2020 to 2021. In his current position, William focuses on developing comprehensive financial plans tailored to individual client needs. His approach encompasses risk management, tax-efficient investing, retirement income, and long-term financial goals, emphasizing ongoing collaboration and plan updates as clients progress through different life stages. Outside of his professional responsibilities, William has interests in cars, cooking and baking, gardening, hiking, music, and reading.
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