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CFP
EF
CFP

Edward Fennessey

Strategic Advisers LLC
15 Years of Experience
Wilton, CT
1 DisclosureBroker
View SEC Summary
View SEC Summary

Edward Fennessey is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Wilton, CT, with 15 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Wilton, CT

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History

Regulatory History (1)
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Criminal
March 2012
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
May 2016 - Present · 10 yrs 5 mos
Fidelity Brokerage Services LLC
May 2016 - Present · 10 yrs 5 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
May 2016 - July 2018 · 2 yrs 2 mos
Ameriprise Financial Services, INC.
December 2013 - April 2016 · 2 yrs 4 mos
Ameriprise Financial Services, INC.Broker
November 2013 - April 2016 · 2 yrs 5 mos
Tiaa-Cref Advice and Planning Services
July 2010 - July 2011 · 1 yr
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2010 - July 2011 · 1 yr
UBS Financial Services INC.Broker
January 2010 - June 2010 · 5 mos
UBS Financial Services INC.
January 2010 - June 2010 · 5 mos
UBS International INC.
October 2008 - January 2010 · 1 yr 3 mos
UBS International INC.Broker
September 2008 - January 2010 · 1 yr 4 mos
State Registrations17 states
ALCACTFLGAILMAMDMEMINJNYOHPATXVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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