Ponte Vedra, FL Office

Team
Updated today
Fidelity logo

Fidelity

Institution

Firm-wide stats for Fidelity

Total advisors

17,101

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

Ponte Vedra FL

Advisors at this office

6

Advisors at this office

Jennifer D

Series 66

Ponte Vedra, FL

Fidelity

Jennifer DeHart is a Market Leader at Fidelity Investments, where she leads a team of financial advisors. She oversees the development of comprehensive financial plans tailored to clients' needs and goals, encompassing investment strategy, retirement planning, income protection, and family financial discussions. Jennifer has been with Fidelity Investments since 2004, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, VP Financial Consultant, Assistant Branch Manager, VP Branch Office Manager, and currently Market Leader. Her career reflects extensive experience in financial advising and team leadership within the firm.

General retirement planning Income planning Wealth management
user avatar

Gerald P

Series 63, Series 65

Ponte Vedra Beach, FL

Fidelity

Gerald Polcari is a financial advisor at Fidelity with 31 years of industry experience. He previously worked at GW & Wade Asset Management Company, Inc. for 16 years before joining Fidelity. He serves as a director on the Little Bay Harbor Condominium Association board of directors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Charitable giving & philanthropy Active portfolio management

Garrett T

Series 66

Ponte Vedra Beach, FL

Fidelity

Garrett Tolley is a Financial Consultant based in Jacksonville, FL, currently working with Fidelity Investments. He collaborates with a Wealth Management Team to assist families, professionals, and organizations in making intentional financial decisions that align with their vision and values. His approach focuses on co-creating financial plans that prioritize intention over chance. Garrett's experience at Fidelity Investments spans several roles since 2016, including positions as a Premium Relationship Associate, Investment Solutions Representative, Financial Representative at the Investor Center, Workplace Financial Consultant, and currently as a Financial Consultant. Throughout his career, he has developed expertise in financial consulting and wealth management. Outside of his professional work, Garrett's personal interests include spending time at the beach, engaging in family activities, gardening, enjoying music, and parenthood.

Wealth management ESG / Sustainable investing Parents Values-based investing
user avatar

Emily M

Series 63, Series 65, Series 66

Ponte Vedra, FL

Fidelity

Emily Mccarthy is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63, 65, and 66 licenses. Outside of her advisory role, she serves as an officer for Pink Palm Production, a small production company. 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 to manage diversified model portfolios.

Charitable giving & philanthropy Active portfolio management

Nok Man Daibby M

CFP®, Series 63, Series 66

Ponte Vedra, FL

Fidelity

Daibby Minogue is Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Minogue focuses on planning for corporate executives with complex financial planning needs. Minogue has over 25 years of experience in the financial services industry. Prior to the current role, Minogue served as Vice President and Private Client Advisor at JP Morgan Securities, LLC from 2013 to 2021. Earlier positions include Account Executive at Fidelity Investments from 2004 to 2013, Financial Representative at New York Life between 2002 and 2003, and Sales Associate at American Express Financial Advisor from 2000 to 2002. Minogue is a Certified Financial Planner and holds insurance licenses in Arkansas and California.

Wealth management Liquidity event planning Retirement income strategy Tax-loss harvesting Executive
user avatar

Alexa P

Series 63, Series 66

Ponte Vedra, FL

Fidelity

Alexa Phillips is a financial advisor with Fidelity in Ponte Vedra, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at USI Consulting Group, PNC Capital Advisors, and Cetera Investment Services. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Charitable giving & philanthropy Active portfolio management
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)