Darren James
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Darren James? 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2022 to now
- Pruco Securities, LLC.Oct 2019 to Aug 2022
- Prudential Insurance Company of AmericaOct 2019 to Aug 2022
- Fifth Third BankApr 2018 to Oct 2019
- Fifth Third SecuritiesApr 2018 to Oct 2019
- Altruistic Retirement Planning, LLCOct 2016 to Apr 2018
- Retirement Wealth AdviorsOct 2016 to Apr 2018
- Retirement Wealth AdvisorsOct 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 5810786
- Firm CRD
- 104555