Riverton, UT Office

Team
Updated today
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Fidelity

Institution

Firm-wide stats for Fidelity

Total advisors

17,021

Across 1,875 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

Riverton UT

Advisors at this office

5

Advisors at this office

Mark F

Series 63, Series 65

Riverton, UT

Fidelity

Mark Fairclough is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2022. In this position, he engages in holistic wealth planning and benefits education to assist individuals and families in making informed decisions aimed at achieving their personalized financial goals. He emphasizes serving as a comprehensive financial resource to help clients navigate significant life events and celebrate financial milestones. Mark has accumulated extensive experience at Fidelity Investments, progressing through various roles since 2010. His previous positions include Workplace Financial Consultant, Annuity Sales Representative, Financial Consultant, and Portfolio Specialist. Prior to joining Fidelity, he worked as an Operations Analyst at Riggs Capital Management from 2008 to 2010. He holds insurance licenses in Arkansas and California, enabling him to provide licensed insurance advice and services in these states.

Liquidity event planning Wealth management
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Dustin T

Series 63, Series 66

Riverton, UT

Fidelity

Dustin Thacker is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of model portfolios, delegation of management to sub-advisers, and formal advisory roles to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Rune W

Series 63, Series 66

Riverton, UT

Fidelity

Rune Westerlind is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2010. Westerlind is based in Riverton, UT. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios. The firm is noted for its use of algorithmic methods and AI in portfolio construction, as well as its advisory role to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management

Jeffrey F

Series 63, Series 66

Riverton, UT

Fidelity

Jeffrey Feveryear is the Regional Director of Executive Services at Fidelity Investments, where he has been working since 2004. In his current role, he supports a team of Benefits & Planning Consultants and Executive Planning Consultants. He focuses on helping clients align their financial goals with personalized benefits strategies. Jeffrey aims to empower both his team and clients through strategic insight and collaborative leadership. He is committed to promoting financial well-being at every stage of life. Outside of his professional responsibilities, he has personal interests that include camping, cars, cooking and baking, hiking, outdoor adventures, and volunteering.

Retirement income strategy Social Security optimization Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Executive
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Ronald C

Series 63, Series 66

Riverton, UT

Fidelity

Ronald Claassen is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2007, with prior roles at Charles Schwab and Strategic Advisors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios built from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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