James L. Riutta
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you James L. Riutta? Claim your profile
Contact this firm
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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2022 to now
- Wells Fargo Bank, NAJul 2021 to Apr 2022
- Wells Fargo Clearing Services, LLCJul 2021 to Apr 2022
- CitigroupFeb 2017 to Jul 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2017
- Wells Fargo Advisors LLCOct 2012 to Nov 2016
- Wells Fargo Bank NASep 2012 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 5502371
- Firm CRD
- 104555