John Kinsaku Larry
Investment adviser representative at Strategic Advisers LLC
23 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
23 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2021 to now
- Ae Wealth Management, LLCOct 2020 to Nov 2021
- E.A. Buck Financial ServicesOct 2020 to Nov 2021
- Madison Avenue Securities, LLCOct 2020 to Nov 2021
- Equitable Advisors LLCSep 2020 to Sep 2020
- JP Morgan Chase Bank, N.A.Dec 2019 to Aug 2020
- JP Morgan Securities, LLCDec 2019 to Aug 2020
- Cuso Financial Service, LPJan 2019 to Dec 2019
- Patelco Credit UnionJan 2019 to Dec 2019
- Hawaii State Federal Credit UnionMar 2017 to Dec 2018
- Cuso Financial Services, L.P.Aug 2003 to Dec 2019
- Hawaii USA Federal Credit UnionAug 2003 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (HI, 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
- 2371239
- Firm CRD
- 104555