Justin Michael Ellis
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity Brokerage Services LLCDec 2025 to now
- Ohio Army National GaurdNov 2016 to now
- Charles Schwab Bank, SsbSep 2024 to Dec 2025
- Charles Schwab & Co., Inc.Jan 2021 to Dec 2025
- LowesJan 2021 to Jul 2021
- Lifetime Financial GrowthSep 2020 to Jan 2021
- Symphony Financial Services, Inc.May 2019 to Aug 2020
- Valmark Financial GroupNov 2018 to Apr 2019
- University of AkronAug 2017 to Dec 2020
- Brads Lawn CareMay 2017 to Aug 2017
- University of AkronAug 2016 to Dec 2016
- Lowe'sApr 2016 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 6976267
- Firm CRD
- 104555