Jonathan Wolanyk
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsAug 2026 to now
- Northstar Financial PlanningJun 2025 to Jul 2026
- Nicholas Drouin (northwestern Mutual)Nov 2022 to Jun 2025
- Andrea Riley Arnesen (ameriprise Financial)Feb 2022 to Oct 2022
- Jonathan Wolanyk (self Employed)Jun 2020 to Feb 2022
- Fidelity InvestmentsJun 2017 to Jul 2020
- Antique Associates At West TownsendFeb 2015 to Jun 2017
Designations
- CFP® certification
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 (NH, 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
- 6994559
- Firm CRD
- 104555