Adam Fletcher
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Adam Fletcher is an investment adviser representative with Strategic Advisers LLC in Costa Mesa, CA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Fidelity Personal and Workplace Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
22 states and territories
Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- MathnasiumJan 2022 – Jan 2023Levittown, NY
- First Class ValetAug 2023 – Jan 2024Huntington, NY
- Millers ALE HouseAug 2019 – Jan 2020Deer Park, NY
- Fidelity InvestmentsApr 2024 – no end date reportedPlainview, NY
- SKY BLUE PoolsMay 2023 – Oct 2023Deer Park, NY
- FULL TIME StudentAug 2021 – Jan 2022Selden, NY
- Douglas Elliman REAL EstateAug 2019 – Aug 2021Huntington, NY
- Suffolk County Community CollegeJan 2021 – May 2021Selden, NY
- UnemployedJan 2024 – Apr 2024Huntington Station, NY
- DoordashMay 2020 – Sep 2020Hauppauge, NY
- LowesApr 2020 – Apr 2020Commack, NY
- BLUE Enforcement ServicesAug 2018 – May 2019Phoenix, AZ
- FULL TIME StudentJan 2023 – May 2023Stony Brook, NY
- UnemployedMay 2019 – Aug 2019Dix Hills, NY
- CITY OF PhoenixAug 2016 – May 2019Phoenix, AZ
- Fidelity InvestmentsMar 2025 – no end date reportedBoston, MA
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
Showing 12 of 17,064 in the directory
Similar advisors in Costa Mesa, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Fletcher has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched