Andrew Bikram Johar
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2022 to now
- J.P. Morgan Securities LLCDec 2021 to Sep 2022
- JPMorgan Chase Bank, N.A.Dec 2021 to Sep 2022
- Joseph Aiello and AssociatesMay 2021 to Nov 2021
- Valic Financial Advisors, Inc.Jan 2020 to May 2021
- Morgan Stanley Private Bank, N.AJul 2019 to Jan 2020
- Morgan StanleyMay 2019 to Jan 2020
- Pinnacle DermatologyAug 2018 to May 2019
- UnemployedDec 2017 to Jul 2018
- University of Medicine and Health SciencesSep 2013 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7110272
- Firm CRD
- 104555