Jillian Faye Gingras
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2022 to now
- Advised Assets Groups, LLCNov 2021 to Sep 2022
- Gwfs Equities, IncNov 2021 to Sep 2022
- PaychexSep 2021 to Oct 2021
- Citizens Securities, Inc.Feb 2021 to Sep 2021
- Fidelity Brokerage Services LLCJun 2020 to Feb 2021
- Chelian OrthodonticsNov 2019 to May 2020
- Adult and Pediatric DermatologyMay 2019 to Oct 2019
- HomemakerFeb 2019 to May 2019
- Fidelity Brokerage Services LLCApr 2018 to Feb 2019
- Chelian OrthodonticsOct 2017 to Mar 2018
- Rose Wang Dental DmdApr 2017 to Oct 2017
- HomemakerDec 2016 to Apr 2017
- Tera SalonOct 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 7265772
- Firm CRD
- 104555