Justin David Mann
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 LLCSep 2025 to now
- Fidelity InvestmentsAug 2025 to now
- UnemployedMar 2025 to Aug 2025
- Northwestern MutualMay 2024 to Mar 2025
- Bank of America Merrill LynchAug 2022 to Jun 2024
- Bank of America Merrill EdgeJun 2020 to Aug 2022
- Highpoint Financial Partners LPL FinancialSep 2019 to Jun 2020
- Agreach InternationalAug 2018 to Dec 2018
- Crystal Lake Aquatic CenterJun 2018 to Aug 2018
- Rosatis PizzeriaJun 2018 to Jun 2018
- Lou Malnatis PizzeriaDec 2016 to Aug 2017
- Heinz Brothers GreenhouseFeb 2016 to Dec 2016
- StudentAug 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 7173658
- Firm CRD
- 104555