John C. Fernandez
Investment adviser representative at Strategic Advisers LLC
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2021 to now
- Transamerica Financial Advisors, IncSep 2019 to Jan 2021
- World Financial Group, Inc.Jul 2019 to Jan 2021
- Castlebrook Road Assoc.Jul 2019 to Jul 2020
- The Federal Savings BankJun 2019 to Jan 2021
- Mahoney Financial Organization, LLCJan 2018 to Jun 2019
- New York Life Insurance CompanyJan 2015 to Jun 2019
- Flat Rock Ranch LLCJul 2009 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
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
- 2245250
- Firm CRD
- 104555