John Arena
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.4TFirm assets
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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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- Ast Investment ServicesMay 2018 to Oct 2020
- Prudential Annuities Distribution, Inc.Apr 2018 to May 2022
- Prudential Insurance Company of AmericaApr 2018 to May 2022
- Bank of America, N.A.Apr 2016 to Apr 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2016 to Apr 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6276801
- Firm CRD
- 104555