James Gerard Mcqueeney
Investment adviser representative at Strategic Advisers LLC
29 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
29 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity Investments LLCDec 2002 to now
- Pruco Securities, LLC.Jul 2021 to Nov 2022
- Prudential Insurance Company of AmericaJul 2021 to Nov 2022
- UnemployedJun 2021 to Jul 2021
- Edward JonesSep 2018 to Jun 2021
- UnemployedApr 2018 to Aug 2018
- Ricoh USA, Inc.Nov 1997 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7005146
- Firm CRD
- 104555