John P. Sinclair
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
1 stateRegistered 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 InvestmentsNov 2021 to now
- Equitable Advisors, LLCJul 2020 to Nov 2021
- Houston IsdAug 2018 to Jul 2020
- UnemployedMay 2018 to Aug 2018
- Argo Community High SchoolJan 2018 to May 2018
- Moe's Southwest GrillOct 2015 to May 2017
- Illinois State UniversityAug 2013 to Jan 2018
- Best Buy Customer ServiceJun 2013 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 7263983
- Firm CRD
- 104555