Towson, MD York Road Office

Team
Updated today
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Fidelity

Institution

Firm-wide stats for Fidelity

Total advisors

17,062

Across 1,880 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

610 York Road

Towson MD 21204-4102

Advisors at this office

32

Advisors at this office

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Joseph B

Series 63, Series 65

Towson, MD

Fidelity

Joseph Bouffard Jr. is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked within various Fidelity divisions since 2007, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage and advise a diverse range of investment vehicles, including model portfolios and multi-manager funds.

Charitable giving & philanthropy Active portfolio management
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Patrick T

Series 66

Towson, MD

Fidelity

Patrick Tejeda is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. His background includes various roles, such as involvement with Loyola University Maryland Athletics and work in digital media and refrigeration before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative and algorithmic portfolio construction, utilizing model portfolios comprised of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management

Matthew G

CFP®, Series 63, Series 66

Towson, MD

Fidelity

Matthew Gue is a Vice President and Financial Consultant at Fidelity, a role he has held since 2025. He partners with clients to understand their unique short and long-term goals and helps build customized financial plans. His approach emphasizes forming strong relationships and delivering a high level of trust and reliability. Matthew has extensive experience in the financial services industry, having worked with Fidelity Investments since 2021. Prior to that, he held several positions at T. Rowe Price from 2013 to 2021, including Financial Consultant, Manager, Investment Specialist, Specialist, and In-Plan Representative. This experience has provided him with a broad understanding of financial consulting and investment management.

Wealth management Financial Professional

Kara M

Series 66

Towson, MD

Fidelity

Kara Mikotowicz is a Planning Consultant at Fidelity Investments, where she collaborates with local Financial Consultants to understand clients' financial situations and assist them in working toward their financial goals. She focuses on helping clients develop financial plans tailored to their priorities and aspirations. Kara's professional experience includes roles as a Financial Advisor at American Wealth Strategy Group from 2021 to 2022, a Senior Financial Consultant at T. Rowe Price from 2020 to 2021, and a Financial Consultant at T. Rowe Price from 2019 to 2020. Through these positions, she has gained experience in financial advising and consulting. Outside of her professional work, Kara enjoys family activities, football, golf, pets, reading, and traveling.

General retirement planning Income planning Cash flow / budgeting Financial Professional
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Dustyn D

Series 66

Towson, MD

Fidelity

Dustyn Debernardo is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior roles include positions in education at Towson University and Baltimore County Public Schools. 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 portfolios including mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Michael G

Series 66

Towson, MD

Fidelity

Michael Gula is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles in the hospitality and restaurant sectors. 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. The firm is noted for its formal advisory role to multiple registered investment companies and use of systematic methodologies in building model portfolios.

Charitable giving & philanthropy Active portfolio management
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Erin D

Series 66

Towson, MD

Fidelity

Erin Dauses is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has worked at 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 a variety of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios across mutual funds, ETFs, and other investment vehicles, and supports registered investment companies and institutional clients through systematic methodologies and oversight controls.

Charitable giving & philanthropy Active portfolio management

Gabrielle S

Series 63, Series 66

Towson, MD

Fidelity

Gabrielle Schmidt is a Planning Consultant who collaborates with Financial Consultants to support clients in achieving their financial goals. She focuses on understanding each client individually to foster a unique relationship within the team. In 2022, Gabrielle worked as a Financial Representative at Fidelity Investments. Outside of her professional role, she enjoys spending time at the beach, participating in social events with friends, skiing, and traveling.

Charitable giving & philanthropy Active portfolio management Consultant

Jason P

Series 63, Series 66

Towson, MD

Fidelity

Jason Powell is the Vice President and Branch Leader at Fidelity Investments, where he oversees support for associates and clients in the Towson territory. He has held this leadership role since 2011, focusing on helping clients achieve their financial goals and supporting his team's development. Mr. Powell's career spans over two decades in the financial services industry, with previous roles at Fidelity Investments including Assistant Branch Office Manager. Prior to joining Fidelity, he held multiple positions at T. Rowe Price, such as Branch Manager, Assistant Branch Manager, Investment Counselor, and Investment Services Representative. His experience encompasses branch management and investment counseling. Outside of his professional responsibilities, Jason Powell enjoys biking, camping, skiing, and participating in family activities. He is also involved in volunteering in his community.

Wealth management Passive / index investing Active portfolio management Financial Professional Executive

Justin M

Series 66

Towson, MD

Fidelity

Justin Muhl is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He began his career in the financial services industry in 2006 and has held various positions including Financial Consultant and Investment Consultant at Fidelity Investments, as well as roles at T Rowe Price and Northwestern Mutual Investment Services. With extensive experience spanning over a decade, Justin has developed expertise in financial consulting and investment services. His professional journey reflects a consistent commitment to partnering with clients to understand their financial goals and develop customized financial plans. Justin emphasizes building strong relationships with clients and their families, focusing on trust, reliability, and competency in his work.

Wealth management

Meylin M

ChFC®, Series 63, Series 66

Towson, MD

Fidelity

Meylin Mauldin is a Financial Consultant at Fidelity Investments, where she collaborates with clients to design retirement plans aimed at meeting their goals. She emphasizes a holistic approach to financial planning, considering both lifestyle and legacy to help clients achieve a more fulfilled retirement. Her professional experience includes roles as a Financial Consultant at Fidelity Investments since 2021, an Investment Consultant at Fidelity from 2020 to 2021, a Financial Consultant at T. Rowe Price from 2017 to 2020, a Financial Representative at MetLife Premier Client Group from 2015 to 2016, and a Registered Banker at Wells Fargo Bank from 2013 to 2015. Outside of her professional work, Meylin has interests in art, the beach, food, golf, music, and running.

General retirement planning Retirement income strategy Income planning General estate planning guidance Multi-generational wealth transfer

Jessica N

Series 63, Series 65

Towson, MD

Fidelity

Jessica Nyce Parker is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In this capacity, she assists her Vice President, Financial Consultants, and their clients by providing service and planning assistance aimed at helping clients pursue financial independence. Her professional experience in the financial services industry includes previous roles at Fidelity Investments as a Relationship Manager from 2022 to 2023 and as a Financial Representative from 2021 to 2022. Prior to joining Fidelity, she worked as an Associate Advisor at WMS Partners from 2018 to 2020, as a Financial Services Representative at MassMutual from 2016 to 2018, and as a Financial Representative at AIG from 2014 to 2016. Outside of her professional career, Jessica has interests in art, cooking and baking, fitness, hiking, parenthood, and pets.

General retirement planning Income planning Retirement income strategy Financial Professional Financial coaching / therapy Young Families Parents
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Wylan J

Series 66

Towson, MD

Fidelity

Wylan Jensen is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Harborside Group and has experience in diverse fields including hospitality and retail. He was also involved with Great Frogs Winery and Papa Johns. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, including registered investment companies, and employs systematic methodologies and long-term asset allocation benchmarks.

Charitable giving & philanthropy Active portfolio management

Ryan K

Series 63, Series 65

Towson, MD

Fidelity

Ryan Kenny is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2013, progressing through various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2021. As a CERTIFIED FINANCIAL PLANNER™, Ryan works closely with his clients to develop personalized and comprehensive financial plans, focusing on the needs of affluent clients. He brings over a decade of experience in financial consulting and utilizes Fidelity's resources to support his clients' unique financial goals. Ryan emphasizes building strong relationships by getting to know his clients and their families personally, aiming to serve as a trusted advisor across generations. Outside of his professional work, Ryan enjoys activities such as spending time at the beach, family activities, fitness, golf, outdoor adventures, and traveling.

Wealth management General retirement planning Retirement income strategy Income planning

Brian G

Series 66

Towson, MD

Fidelity

Brian Griffin is a Financial Consultant currently working at Fidelity, where he has held various consultant roles since 2021. His career progression at Fidelity includes positions as a Workplace Planning Consultant, Planning Consultant, Financial Consultant 1, and currently as a Financial Consultant since 2024. Brian's professional approach centers on developing financial strategies tailored to his clients' individual needs. He emphasizes meeting clients where they are, respecting their decisions and boundaries, and collaborating to design custom financial plans. His goal is to build relationships that extend beyond professional interactions, fostering a personalized and comfortable environment. Outside of his professional work, Brian enjoys activities such as biking, fitness, hiking, kayaking, music, and parenthood.

General retirement planning Income planning Cash flow / budgeting Parents
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