Jeffrey Michael Slattery
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2021 to now
- Ally Invest Securities LLCDec 2020 to Jul 2021
- UnemployedApr 2019 to Dec 2020
- Edward JonesNov 2018 to Apr 2019
- UnemployedAug 2018 to Oct 2018
- Holiday Inn HarboursideFeb 2012 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7033287
- Firm CRD
- 104555