Krista Marie Johnson
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCJun 2019 to now
- Transamerica Financial Advisors, IncOct 2018 to Jun 2019
- Starrock Business FinancingOct 2017 to Jun 2019
- Park Avenue SecuritiesSep 2017 to Jun 2018
- Pacific AdvisorsAug 2017 to Aug 2018
- Guardian Life Insurance CompanyAug 2017 to Jun 2018
- World Financial Group, Inc.Mar 2017 to Jun 2019
- Centaurus Financial, IncMay 2016 to Aug 2017
- C-level RoundtableSep 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2012
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 2280233
- Firm CRD
- 104555