John Vittorini
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you John Vittorini? 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 InvestmentsFeb 2024 to now
- CitigroupOct 2023 to Feb 2024
- J.P. Morgan Securities LLCApr 2022 to Sep 2023
- JPMorgan Chase Bank, N.A.Jan 2021 to Sep 2023
- DetroitSep 2020 to Jan 2021
- E*trade Financial Corporation - Historical DataSep 2020 to Sep 2020
- Bank of America N.A.Nov 2019 to Sep 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Sep 2020
- J.P. Morgan Securities LLCMay 2018 to Sep 2019
- JPMorgan Chase Bank NAMay 2018 to Sep 2019
- Chase BankSep 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 6951991
- Firm CRD
- 104555