Sydney Fessler
Investment adviser representative at Strategic Advisers LLC
22 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Strategic Advisers LLCApr 2026 to now
- Fidelity InvestmentsJan 2026 to now
- UnemployedNov 2025 to Dec 2025
- Fidelity InvestmentsSep 2025 to Nov 2025
- Fidelity InvestmentsJun 2025 to Aug 2025
- ST. Peter and Paul SchoolAug 2024 to May 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- HotworxSep 2023 to May 2024
- University of KentuckyAug 2022 to Dec 2025
- BurlingtonJun 2021 to Aug 2021
- The Krohmer FamilyMay 2021 to Aug 2022
- Dunkin' DonutsAug 2020 to Apr 2025
- UnemployedApr 2020 to Aug 2020
- Chick-fil-aSep 2018 to Apr 2020
- Highlands High SchoolAug 2018 to Jun 2022
- Highlands Middle SchoolAug 2015 to Jun 2018
- UnemployedJul 2004 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (KY).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8215546
- Firm CRD
- 104555