Morrow, OH 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
Morrow OH
Advisors at this office
3
Advisors at this office
Ashleigh N
Series 66, Series 63
Morrow, OH
Fidelity
Ashleigh Newstead is a Planning Consultant at Fidelity Investments, where she partners with advisors to provide clients with the tools and resources needed to build tailored financial plans. She aims to collaborate closely with clients and advisors to create financial strategies that align with the clients' needs and goals. Ashleigh has been with Fidelity Investments since 2020, progressing through roles including Financial Representative and Relationship Manager before assuming her current position. This experience has given her a comprehensive understanding of client relationship management and financial planning within the organization.
Paul R
Series 63, Series 66
Morrow, OH
Fidelity
Paul Robbins is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has 16 years of industry experience. He has worked with various Fidelity entities since 2010, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and delivery of model portfolios.
Kevin D
Series 63, Series 65
Morrow, OH
Fidelity
Kevin Dunn is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments, a position he has held since 2020. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at achieving long-term investment goals. Kevin brings extensive experience in portfolio management and client services within the investment industry. Prior to his current role, he served as a Senior Portfolio Specialist and Portfolio Specialist at Fidelity's Portfolio Advisory Services (PAS) from 2014 to 2020, and as a Client Management Representative at PAS from 2013 to 2014. His earlier experience includes serving as Vice President of Investments at Richfield Orion International in 2013 and at vFinance Investments, Inc. from 1997 to 2012.
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